|
1
|
Creative Planning
Overland Park,
Kansas
|
$188M
|
-$1.54M
|
-32,057
|
-0.9%
|
|
|
2
|
IndexIQ Advisors
New York
|
$29.3M
|
+$813K
|
+16,918
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
+$186K
|
+3,871
|
+0.9%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$8.51M
|
–
|
–
|
–
|
|
|
5
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$7.99M
|
+$109K
|
+2,271
|
+1%
|
|
|
6
|
|
$7.77M
|
-$93.4K
|
-1,944
|
-1%
|
|
|
7
|
|
$7.57M
|
+$4.92M
|
+102,343
|
+231%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.27M
|
+$409K
|
+8,521
|
+6%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.12M
|
-$16.4M
|
-340,540
|
-71%
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$6.9M
|
-$1.4M
|
-29,088
|
-18%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$6.59M
|
-$17.6K
|
-366
|
-0.3%
|
|
|
12
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$6.36M
|
+$5.92M
|
+123,183
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$5.18M
|
+$4.82M
|
+100,346
|
New
|
|
|
14
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$3.95M
|
-$199K
|
-4,147
|
-5%
|
|
|
15
|
WESCAP Management Group
Glendale,
California
|
$3.4M
|
-$13.3K
|
-276
|
-0.4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.92M
|
+$2.74K
|
+57
|
+0.1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.9M
|
+$1.44M
|
+30,022
|
+115%
|
|
|
18
|
Merriman Wealth Management
Seattle,
Washington
|
$2.74M
|
+$46.4K
|
+967
|
+2%
|
|
|
19
|
Equitable Holdings
New York
|
$2.61M
|
–
|
–
|
–
|
|
|
20
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.54M
|
-$9.85K
|
-205
|
-0.4%
|
|
|
21
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.36M
|
-$35.4K
|
-738
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.35M
|
+$111K
|
+2,307
|
+5%
|
|
|
23
|
Martin & Co
Knoxville,
Tennessee
|
$2.29M
|
-$2.16K
|
-45
|
-0.1%
|
|
|
24
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.02M
|
+$40.6K
|
+846
|
+2%
|
|
|
25
|
Innealta Capital
Austin,
Texas
|
$1.92M
|
–
|
–
|
–
|
|
