|
1
|
Creative Planning
Overland Park,
Kansas
|
$33.5M
|
+$1.61M
|
+41,515
|
+5%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$24M
|
+$1.7M
|
+43,782
|
+8%
|
|
|
3
|
Inscription Capital
Houston,
Texas
|
$11.7M
|
+$11.4M
|
+294,514
|
New
|
|
|
4
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$9.87M
|
–
|
–
|
–
|
|
|
5
|
Allspring Global Investments
Charlotte,
North Carolina
|
$9.48M
|
+$1.55M
|
+39,824
|
+20%
|
|
|
6
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$9.48M
|
+$1.55M
|
+39,824
|
+20%
|
|
|
7
|
Leuthold Group
Minneapolis,
Minnesota
|
$7.96M
|
-$7.61M
|
-195,680
|
-49%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$6.76M
|
+$102K
|
+2,614
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.22M
|
-$12.4M
|
-318,083
|
-67%
|
|
|
10
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$6.1M
|
+$354K
|
+9,097
|
+6%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$5.73M
|
-$500K
|
-12,874
|
-8%
|
|
|
12
|
Allianz Asset Management
Munich,
Germany
|
$5.29M
|
+$5.21M
|
+134,110
|
New
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5M
|
+$4.93M
|
+126,832
|
New
|
|
|
14
|
Avos Capital Management
Seattle,
Washington
|
$4.83M
|
+$4.76M
|
+122,445
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.6M
|
+$13.1K
|
+338
|
+0.3%
|
|
|
16
|
|
$4.32M
|
-$6.88M
|
-177,081
|
-62%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.21M
|
+$49.1K
|
+1,263
|
+1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4.12M
|
-$201K
|
-5,163
|
-5%
|
|
|
19
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$3.54M
|
+$73.4K
|
+1,888
|
+2%
|
|
|
20
|
Fisher Asset Management
Camas,
Washington
|
$3.53M
|
–
|
–
|
–
|
|
|
21
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.39M
|
+$222K
|
+5,723
|
+7%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$2.95M
|
–
|
–
|
–
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.88M
|
+$397K
|
+10,212
|
+16%
|
|
|
24
|
TownSquare Capital
Provo,
Utah
|
$2.68M
|
+$184K
|
+4,733
|
+7%
|
|
|
25
|
Brown Wealth Management
Naperville,
Illinois
|
$2.66M
|
+$156K
|
+4,020
|
+6%
|
|
