|
1
|
Creative Planning
Overland Park,
Kansas
|
$168M
|
-$14.6M
|
-277,396
|
-7%
|
|
|
2
|
New York Life Investment Management
New York
|
$22.8M
|
+$24.7M
|
+469,022
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
-$4.75M
|
-90,328
|
-17%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$14.8M
|
+$8.36M
|
+158,920
|
+109%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$12M
|
+$4.33M
|
+82,371
|
+50%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.79M
|
+$190K
|
+3,606
|
+2%
|
|
|
7
|
|
$8.38M
|
-$709K
|
-13,481
|
-7%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$8.02M
|
–
|
–
|
–
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$7.74M
|
+$1.25M
|
+23,772
|
+18%
|
|
|
10
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$6.55M
|
-$1.74M
|
-33,122
|
-20%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$5.3M
|
+$1.94M
|
+36,911
|
+51%
|
|
|
12
|
Crestone Asset Management
Boulder,
Colorado
|
$4.09M
|
–
|
–
|
–
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4M
|
+$4.29M
|
+81,527
|
+10,784%
|
|
|
14
|
WESCAP Management Group
Glendale,
California
|
$3.76M
|
+$583K
|
+11,080
|
+17%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.55M
|
-$82.2K
|
-1,564
|
-2%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.91M
|
+$2.75M
|
+52,256
|
+699%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$2.76M
|
-$124K
|
-2,362
|
-4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.26M
|
-$3.39M
|
-64,405
|
-58%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$2.25M
|
+$273K
|
+5,189
|
+13%
|
|
|
20
|
Martin & Co
Knoxville,
Tennessee
|
$2.2M
|
+$53.8K
|
+1,024
|
+2%
|
|
|
21
|
Equitable Holdings
New York
|
$2.05M
|
–
|
–
|
–
|
|
|
22
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2M
|
+$107K
|
+2,040
|
+5%
|
|
|
23
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$2M
|
+$25K
|
+475
|
+1%
|
|
|
24
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.95M
|
-$22.2K
|
-423
|
-1%
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.84M
|
+$94.7K
|
+1,802
|
+5%
|
|
