|
1
|
Creative Planning
Overland Park,
Kansas
|
$211M
|
-$10.1M
|
-177,924
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
+$3.72M
|
+65,259
|
+14%
|
|
|
3
|
IndexIQ Advisors
New York
|
$27.7M
|
+$18.5M
|
+324,146
|
+196%
|
|
|
4
|
|
$10.5M
|
+$2.47M
|
+43,306
|
+30%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10M
|
+$3.89M
|
+68,357
|
+63%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.26M
|
-$1.45M
|
-25,513
|
-13%
|
|
|
7
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.25M
|
-$1M
|
-17,589
|
-9%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$8.75M
|
–
|
–
|
–
|
|
|
9
|
Parcion Private Wealth
Bellevue,
Washington
|
$8.3M
|
+$8.34M
|
+146,432
|
New
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$7.67M
|
-$428K
|
-7,511
|
-5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.28M
|
+$2.29M
|
+40,190
|
+57%
|
|
|
12
|
Crestone Asset Management
Boulder,
Colorado
|
$4.76M
|
–
|
–
|
–
|
|
|
13
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.28M
|
-$476K
|
-8,346
|
-10%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.23M
|
-$84.4K
|
-1,481
|
-2%
|
|
|
15
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$4.08M
|
-$118K
|
-2,064
|
-3%
|
|
|
16
|
WESCAP Management Group
Glendale,
California
|
$3.75M
|
-$137K
|
-2,409
|
-4%
|
|
|
17
|
|
$3.36M
|
+$3.38M
|
+59,326
|
New
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$3.34M
|
+$482K
|
+8,466
|
+17%
|
|
|
19
|
Martin & Co
Knoxville,
Tennessee
|
$2.51M
|
-$353K
|
-6,189
|
-12%
|
|
|
20
|
Equitable Holdings
New York
|
$2.39M
|
–
|
–
|
–
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$2.33M
|
-$142K
|
-2,500
|
-6%
|
|
|
22
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$2.3M
|
-$123K
|
-2,163
|
-5%
|
|
|
23
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.29M
|
-$17.1K
|
-300
|
-0.7%
|
|
|
24
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.21M
|
-$61K
|
-1,071
|
-3%
|
|
|
25
|
Innealta Capital
Austin,
Texas
|
$2.06M
|
–
|
–
|
–
|
|
