|
1
|
Creative Planning
Overland Park,
Kansas
|
$59.6M
|
+$5.71M
|
+135,347
|
+10%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$25.7M
|
+$1.74M
|
+41,370
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.2M
|
+$2.59M
|
+61,362
|
+15%
|
|
|
4
|
Evoke Wealth
Los Angeles,
California
|
$13.7M
|
+$3.09M
|
+73,318
|
+29%
|
|
|
5
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$11.2M
|
-$7.07M
|
-167,756
|
-38%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$10.5M
|
-$70.1K
|
-1,664
|
-0.7%
|
|
|
7
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$10.4M
|
–
|
–
|
–
|
|
|
8
|
Leuthold Group
Minneapolis,
Minnesota
|
$10.4M
|
-$140K
|
-3,311
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.9M
|
+$5.51M
|
+130,725
|
+122%
|
|
|
10
|
Aspect Partners
Fairfax,
Virginia
|
$7.96M
|
+$8.06M
|
+191,150
|
New
|
|
|
11
|
|
$7.83M
|
-$472K
|
-11,187
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$7.63M
|
-$3.49M
|
-82,760
|
-31%
|
|
|
13
|
Avos Capital Management
Seattle,
Washington
|
$7.62M
|
+$226K
|
+5,369
|
+3%
|
|
|
14
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$7.53M
|
+$329K
|
+7,813
|
+5%
|
|
|
15
|
Inscription Capital
Houston,
Texas
|
$7.48M
|
-$1.33M
|
-31,653
|
-15%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.01M
|
+$6.79K
|
+161
|
+0.1%
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6.39M
|
+$411K
|
+9,752
|
+7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.37M
|
+$1.88M
|
+44,604
|
+41%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.12M
|
+$5.51M
|
+130,762
|
+804%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.05M
|
-$1.23M
|
-29,096
|
-17%
|
|
|
21
|
|
$5.53M
|
+$250K
|
+5,931
|
+5%
|
|
|
22
|
Financial Engines Advisors
Santa Clara,
California
|
$5.15M
|
+$62.4K
|
+1,481
|
+1%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.04M
|
+$954K
|
+22,633
|
+23%
|
|
|
24
|
|
$4.73M
|
+$4.78M
|
+113,424
|
New
|
|
|
25
|
Fisher Asset Management
Camas,
Washington
|
$4.7M
|
-$1.1M
|
-26,210
|
-19%
|
|
