|
1
|
Creative Planning
Overland Park,
Kansas
|
$108M
|
+$4.13M
|
+92,472
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
+$3.4M
|
+76,024
|
+14%
|
|
|
3
|
IndexIQ Advisors
New York
|
$28.7M
|
+$305K
|
+6,837
|
+1%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.5M
|
+$656K
|
+14,684
|
+4%
|
|
|
5
|
Freestone Capital Holdings
Seattle,
Washington
|
$10.6M
|
-$2.24M
|
-50,046
|
-18%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.72M
|
-$232K
|
-5,188
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.36M
|
+$18.4K
|
+412
|
+0.2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.02M
|
+$4.71M
|
+105,338
|
+116%
|
|
|
9
|
|
$7.68M
|
+$86.4K
|
+1,934
|
+1%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$7.59M
|
–
|
–
|
–
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$6.18M
|
+$5.99M
|
+134,147
|
New
|
|
|
12
|
John G. Ullman & Associates
Corning,
New York
|
$5.7M
|
-$241K
|
-5,400
|
-4%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$5.69M
|
+$167K
|
+3,742
|
+3%
|
|
|
14
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4.98M
|
+$7.33K
|
+164
|
+0.2%
|
|
|
15
|
Virtue Capital Management
Brentwood,
Tennessee
|
$3.89M
|
+$3.77M
|
+84,368
|
New
|
|
|
16
|
Merriman Wealth Management
Seattle,
Washington
|
$3.74M
|
-$131K
|
-2,928
|
-3%
|
|
|
17
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.48M
|
+$91K
|
+2,036
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.45M
|
-$290K
|
-6,483
|
-8%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$3.24M
|
+$273K
|
+6,119
|
+10%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.91M
|
+$102K
|
+2,294
|
+4%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
-$44.6K
|
-998
|
-2%
|
|
|
22
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$2.53M
|
+$7.64K
|
+171
|
+0.3%
|
|
|
23
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.27M
|
–
|
–
|
–
|
|
|
24
|
Innealta Capital
Austin,
Texas
|
$2.03M
|
+$142K
|
+3,177
|
+8%
|
|
|
25
|
Martin & Co
Knoxville,
Tennessee
|
$1.97M
|
-$76K
|
-1,700
|
-4%
|
|
