|
1
|
Bank of America
Charlotte,
North Carolina
|
$29.8M
|
-$5.3M
|
-120,264
|
-15%
|
|
|
2
|
IndexIQ Advisors
New York
|
$29.5M
|
-$1.56M
|
-35,432
|
-5%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$27.2M
|
+$17.3M
|
+392,477
|
+181%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$26.2M
|
+$16.2M
|
+366,916
|
+167%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$15M
|
+$14.8M
|
+334,722
|
New
|
|
|
6
|
Freestone Capital Holdings
Seattle,
Washington
|
$13.9M
|
+$1.22M
|
+27,702
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.75M
|
-$265K
|
-6,001
|
-3%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.56M
|
-$2.65K
|
-60
|
-0%
|
|
|
9
|
|
$8.84M
|
+$816K
|
+18,507
|
+10%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$7.37M
|
–
|
–
|
–
|
|
|
11
|
John G. Ullman & Associates
Corning,
New York
|
$5.82M
|
-$79.4K
|
-1,800
|
-1%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$5.24M
|
-$357K
|
-8,089
|
-6%
|
|
|
13
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4.76M
|
+$203K
|
+4,594
|
+5%
|
|
|
14
|
Innealta Capital
Austin,
Texas
|
$4.65M
|
-$426K
|
-9,658
|
-9%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.62M
|
+$3.51M
|
+79,648
|
+337%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$4.19M
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.96M
|
-$472K
|
-10,699
|
-11%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.93M
|
-$293K
|
-6,654
|
-7%
|
|
|
19
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.12M
|
-$173K
|
-3,932
|
-5%
|
|
|
20
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.94M
|
+$356K
|
+8,069
|
+14%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$2.89M
|
-$82.6K
|
-1,873
|
-3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.85M
|
-$25.4K
|
-576
|
-0.9%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.71M
|
+$33.6K
|
+763
|
+1%
|
|
|
24
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$2.45M
|
-$39.5K
|
-896
|
-2%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.41M
|
+$2.05M
|
+46,445
|
+622%
|
|
