|
1
|
Creative Planning
Overland Park,
Kansas
|
$98.3M
|
+$73M
|
+1,654,093
|
+272%
|
|
|
2
|
IndexIQ Advisors
New York
|
$26.8M
|
-$1.99M
|
-45,041
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$24.1M
|
-$4.88M
|
-110,537
|
-17%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.9M
|
-$10.8M
|
-243,841
|
-42%
|
|
|
5
|
Freestone Capital Holdings
Seattle,
Washington
|
$12.2M
|
-$1.29M
|
-29,252
|
-9%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.4M
|
+$99.5K
|
+2,256
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.81M
|
-$675K
|
-15,298
|
-7%
|
|
|
8
|
|
$7.16M
|
-$1.45M
|
-32,924
|
-17%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$7.16M
|
+$7.27M
|
+164,766
|
New
|
|
|
10
|
|
$6.41M
|
+$5.87M
|
+133,061
|
+922%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$6.19M
|
+$6.28M
|
+142,453
|
New
|
|
|
12
|
John G. Ullman & Associates
Corning,
New York
|
$5.61M
|
-$39.7K
|
-900
|
-0.7%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$5.21M
|
+$122K
|
+2,763
|
+2%
|
|
|
14
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4.69M
|
+$62.6K
|
+1,420
|
+1%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$4.07M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.93M
|
+$113K
|
+2,557
|
+3%
|
|
|
17
|
Merriman Wealth Management
Seattle,
Washington
|
$3.65M
|
+$3.13M
|
+70,959
|
+540%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.54M
|
-$312K
|
-7,068
|
-8%
|
|
|
19
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.2M
|
+$351K
|
+7,948
|
+12%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$2.79M
|
-$19.1K
|
-432
|
-0.7%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.65M
|
-$125K
|
-2,834
|
-4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.58M
|
-$52.8K
|
-1,197
|
-2%
|
|
|
23
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$2.38M
|
-$2.38K
|
-54
|
-0.1%
|
|
|
24
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.14M
|
+$3.48K
|
+79
|
+0.2%
|
|
|
25
|
Martin & Co
Knoxville,
Tennessee
|
$1.93M
|
-$169K
|
-3,820
|
-8%
|
|
