|
1
|
Creative Planning
Overland Park,
Kansas
|
$133M
|
+$69.6M
|
+1,665,111
|
+71%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$6.3M
|
-150,731
|
-24%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12M
|
+$224K
|
+5,364
|
+1%
|
|
|
4
|
IndexIQ Advisors
New York
|
$8.79M
|
-$14.9M
|
-357,204
|
-57%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$5.46M
|
–
|
–
|
–
|
|
|
6
|
|
$5.38M
|
+$6.78M
|
+162,215
|
+93,766%
|
|
|
7
|
|
$4.77M
|
-$955K
|
-22,855
|
-14%
|
|
|
8
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4.69M
|
+$1.4M
|
+33,504
|
+31%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$4.42M
|
+$4.47M
|
+107,032
|
+403%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.39M
|
-$2.96M
|
-70,759
|
-35%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$3.83M
|
-$333K
|
-7,962
|
-6%
|
|
|
12
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$3.68M
|
+$4.65M
|
+111,185
|
New
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.65M
|
-$4.21M
|
-100,673
|
-48%
|
|
|
14
|
WESCAP Management Group
Glendale,
California
|
$2.62M
|
+$1.8M
|
+43,096
|
+119%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.57M
|
+$110K
|
+2,636
|
+4%
|
|
|
16
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$2.4M
|
+$741K
|
+17,740
|
+32%
|
|
|
17
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.19M
|
-$394K
|
-9,431
|
-12%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.06M
|
-$37.7K
|
-901
|
-1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.93M
|
-$10.5K
|
-252
|
-0.4%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$1.86M
|
+$2.35M
|
+56,199
|
New
|
|
|
21
|
Stratford Consulting
Addison,
Texas
|
$1.76M
|
+$2.22M
|
+53,041
|
New
|
|
|
22
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.66M
|
+$2.09M
|
+49,997
|
New
|
|
|
23
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.64M
|
+$6.39K
|
+153
|
+0.3%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$1.56M
|
-$972K
|
-23,258
|
-33%
|
|
|
25
|
Innealta Capital
Austin,
Texas
|
$1.45M
|
-$5.35K
|
-128
|
-0.3%
|
|
