|
1
|
Creative Planning
Overland Park,
Kansas
|
$31M
|
+$2.18M
|
+54,564
|
+7%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$21.7M
|
-$5.62M
|
-140,870
|
-20%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
-$3.11M
|
-77,990
|
-14%
|
|
|
4
|
Leuthold Group
Minneapolis,
Minnesota
|
$15.3M
|
+$120K
|
+3,017
|
+0.8%
|
|
|
5
|
|
$11M
|
-$3.8M
|
-95,265
|
-25%
|
|
|
6
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$9.62M
|
–
|
–
|
–
|
|
|
7
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.71M
|
+$284K
|
+7,128
|
+4%
|
|
|
8
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$7.71M
|
+$284K
|
+7,128
|
+4%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$6.49M
|
+$125K
|
+3,140
|
+2%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$6.08M
|
-$1.05M
|
-26,375
|
-14%
|
|
|
11
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$5.6M
|
+$204K
|
+5,118
|
+4%
|
|
|
12
|
|
$5.47M
|
+$3.23M
|
+81,013
|
+132%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.47M
|
+$167K
|
+4,188
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$4.21M
|
+$461K
|
+11,560
|
+12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.06M
|
+$2.31M
|
+58,005
|
+122%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.46M
|
-$424K
|
-10,638
|
-11%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$3.44M
|
–
|
–
|
–
|
|
|
18
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$3.38M
|
-$156K
|
-3,923
|
-4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.2M
|
-$2.09M
|
-52,461
|
-39%
|
|
|
20
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.08M
|
-$117K
|
-2,946
|
-4%
|
|
|
21
|
Old National Bancorp
Evansville,
Indiana
|
$2.87M
|
+$328K
|
+8,214
|
+12%
|
|
|
22
|
Brown Wealth Management
Naperville,
Illinois
|
$2.44M
|
+$171K
|
+4,295
|
+7%
|
|
|
23
|
TownSquare Capital
Provo,
Utah
|
$2.43M
|
+$170K
|
+4,258
|
+7%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.41M
|
+$290K
|
+7,283
|
+13%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$2.31M
|
-$146K
|
-3,665
|
-6%
|
|
