|
1
|
|
$133M
|
+$36.4M
|
+773,377
|
+37%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$109M
|
-$3.78M
|
-80,336
|
-3%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$94.8M
|
+$12.5M
|
+265,434
|
+15%
|
|
|
4
|
|
$42.1M
|
-$26.6M
|
-564,534
|
-38%
|
|
|
5
|
Curian Capital
Denver,
Colorado
|
$40.9M
|
-$7.05M
|
-149,725
|
-14%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$22.2M
|
+$1.31M
|
+27,840
|
+6%
|
|
|
7
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$19.8M
|
+$20.2M
|
+429,897
|
New
|
|
|
8
|
|
$18.5M
|
-$1.01M
|
-21,557
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$2.93M
|
+62,252
|
+21%
|
|
|
10
|
Simply Money Advisors
Cincinnati,
Ohio
|
$15.9M
|
-$723K
|
-15,366
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
-$282K
|
-5,990
|
-2%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$12.5M
|
-$356K
|
-7,571
|
-3%
|
|
|
13
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$8.57M
|
+$8.77M
|
+186,310
|
New
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$7.79M
|
-$2.53M
|
-53,695
|
-24%
|
|
|
15
|
|
$7.38M
|
+$7.54M
|
+160,262
|
New
|
|
|
16
|
TD Ameritrade Trust
Denver,
Colorado
|
$7.25M
|
+$218K
|
+4,631
|
+3%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$6.8M
|
-$1.06M
|
-22,570
|
-13%
|
|
|
18
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$5.87M
|
+$6M
|
+127,439
|
New
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$5.39M
|
+$510K
|
+10,842
|
+10%
|
|
|
20
|
Windhaven Investment Management
Boston,
Massachusetts
|
$5.32M
|
+$2.25M
|
+47,717
|
+70%
|
|
|
21
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$5.28M
|
+$92.6K
|
+1,967
|
+2%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$5.18M
|
+$594K
|
+12,615
|
+13%
|
|
|
23
|
Bluefin Capital Management
New York
|
$5.15M
|
+$2.34M
|
+49,686
|
+80%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.1M
|
+$5.22M
|
+110,902
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$5.04M
|
-$2.73M
|
-57,953
|
-35%
|
|
