|
1
|
Creative Planning
Overland Park,
Kansas
|
$104M
|
-$4.62M
|
-102,827
|
-4%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$101M
|
+$6.84M
|
+152,020
|
+7%
|
|
|
3
|
|
$48.5M
|
-$82.3M
|
-1,829,245
|
-63%
|
|
|
4
|
Curian Capital
Denver,
Colorado
|
$48.4M
|
+$7.5M
|
+166,836
|
+19%
|
|
|
5
|
|
$27.6M
|
-$14.1M
|
-312,794
|
-34%
|
|
|
6
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$23.4M
|
+$3.6M
|
+80,110
|
+19%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$23.4M
|
+$1.23M
|
+27,438
|
+6%
|
|
|
8
|
Simply Money Advisors
Cincinnati,
Ohio
|
$16M
|
+$199K
|
+4,431
|
+1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$15.4M
|
-$938K
|
-20,858
|
-6%
|
|
|
10
|
|
$11.6M
|
-$6.7M
|
-148,971
|
-37%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$9.65M
|
-$2.79M
|
-62,000
|
-23%
|
|
|
12
|
Bluefin Capital Management
New York
|
$7.9M
|
+$2.68M
|
+59,669
|
+53%
|
|
|
13
|
TD Ameritrade Trust
Denver,
Colorado
|
$7.83M
|
+$592K
|
+13,155
|
+8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.27M
|
+$3.19M
|
+71,022
|
+81%
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$6.96M
|
+$178K
|
+3,956
|
+3%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$6.75M
|
+$1.35M
|
+30,050
|
+26%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$6.55M
|
-$1.2M
|
-26,600
|
-16%
|
|
|
18
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$5.53M
|
+$5.42M
|
+120,635
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$5.06M
|
-$7.95M
|
-176,870
|
-62%
|
|
|
20
|
One Capital Management
Westlake Village,
California
|
$4.68M
|
+$4.59M
|
+102,083
|
New
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$4.67M
|
-$489K
|
-10,875
|
-10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.26M
|
+$3.37M
|
+75,033
|
+420%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.23M
|
+$108K
|
+2,394
|
+3%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$4.21M
|
+$4.13M
|
+91,828
|
New
|
|
|
25
|
|
$4.09M
|
+$4.01M
|
+89,114
|
New
|
|
