|
1
|
Creative Planning
Overland Park,
Kansas
|
$55.2M
|
+$8.1M
|
+190,929
|
+17%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$24.5M
|
+$1.99K
|
+47
|
+0%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$18.6M
|
-$3.71M
|
-87,568
|
-17%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$18M
|
+$4.46M
|
+105,263
|
+33%
|
|
|
5
|
|
$11.7M
|
+$4.33M
|
+102,181
|
+60%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
-$321K
|
-7,580
|
-3%
|
|
|
7
|
Evoke Wealth
Los Angeles,
California
|
$10.9M
|
+$5.16M
|
+121,650
|
+91%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$10.8M
|
-$1.83M
|
-43,246
|
-15%
|
|
|
9
|
Leuthold Group
Minneapolis,
Minnesota
|
$10.7M
|
-$1.58M
|
-37,221
|
-13%
|
|
|
10
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$10.7M
|
–
|
–
|
–
|
|
|
11
|
Inscription Capital
Houston,
Texas
|
$9M
|
-$649K
|
-15,304
|
-7%
|
|
|
12
|
|
$8.48M
|
-$231M
|
-5,449,266
|
-96%
|
|
|
13
|
Avos Capital Management
Seattle,
Washington
|
$7.56M
|
+$1.11M
|
+26,104
|
+17%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.43M
|
+$2.55M
|
+60,046
|
+53%
|
|
|
15
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$7.37M
|
+$454K
|
+10,700
|
+7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.16M
|
-$2.37M
|
-55,964
|
-25%
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6.12M
|
+$1.27M
|
+29,995
|
+26%
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$5.92M
|
+$2.1M
|
+49,429
|
+55%
|
|
|
19
|
Insight Wealth Strategies
San Ramon,
California
|
$5.91M
|
+$181K
|
+4,272
|
+3%
|
|
|
20
|
|
$5.4M
|
+$5.37M
|
+126,709
|
New
|
|
|
21
|
Financial Engines Advisors
Santa Clara,
California
|
$5.21M
|
-$359K
|
-8,458
|
-6%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.61M
|
+$622K
|
+14,680
|
+16%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$4.55M
|
-$3.26M
|
-76,950
|
-42%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.17M
|
+$585K
|
+13,789
|
+16%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$3.62M
|
+$996K
|
+23,499
|
+38%
|
|
