|
1
|
Creative Planning
Overland Park,
Kansas
|
$215M
|
+$7.41M
|
+123,588
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$24.1M
|
-$1M
|
-16,679
|
-4%
|
|
|
3
|
IndexIQ Advisors
New York
|
$23.9M
|
-$2.33M
|
-38,877
|
-9%
|
|
|
4
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.8M
|
-$18.3K
|
-305
|
-0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
+$795K
|
+13,251
|
+8%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$9.66M
|
–
|
–
|
–
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$7.41M
|
-$101K
|
-1,676
|
-1%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.17M
|
-$231K
|
-3,845
|
-4%
|
|
|
9
|
|
$5.13M
|
-$3M
|
-49,952
|
-36%
|
|
|
10
|
Crestone Asset Management
Boulder,
Colorado
|
$4.93M
|
-$205K
|
-3,415
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.78M
|
+$1.53M
|
+25,422
|
+45%
|
|
|
12
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.55M
|
+$511K
|
+8,518
|
+12%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$4.36M
|
-$2.88K
|
-48
|
-0.1%
|
|
|
14
|
WESCAP Management Group
Glendale,
California
|
$4.08M
|
+$135K
|
+2,242
|
+3%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$3.84M
|
+$3.57M
|
+59,454
|
+994%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
+$34.7K
|
+579
|
+0.9%
|
|
|
17
|
|
$3.61M
|
+$3.69M
|
+61,529
|
New
|
|
|
18
|
Merriman Wealth Management
Seattle,
Washington
|
$3.03M
|
-$61.4K
|
-1,023
|
-2%
|
|
|
19
|
Martin & Co
Knoxville,
Tennessee
|
$2.98M
|
+$433K
|
+7,211
|
+17%
|
|
|
20
|
Equitable Holdings
New York
|
$2.47M
|
-$240K
|
-4,000
|
-9%
|
|
|
21
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.38M
|
-$402K
|
-6,700
|
-14%
|
|
|
22
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.34M
|
+$2.7K
|
+45
|
+0.1%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$2.23M
|
+$167K
|
+2,777
|
+8%
|
|
|
24
|
Pure Financial Advisors
San Diego,
California
|
$2.22M
|
+$91.5K
|
+1,525
|
+4%
|
|
|
25
|
Innealta Capital
Austin,
Texas
|
$2.14M
|
-$42K
|
-700
|
-2%
|
|
