|
1
|
Creative Planning
Overland Park,
Kansas
|
$110M
|
+$108M
|
+3,999,099
|
+8,249%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$67.2M
|
-$1.72M
|
-63,872
|
-3%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$55.8M
|
+$2.81M
|
+104,161
|
+5%
|
|
|
4
|
|
$26.7M
|
-$15.8M
|
-585,340
|
-37%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$20.4M
|
+$8.03M
|
+297,237
|
+66%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$3.07M
|
-113,681
|
-14%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$18.3M
|
-$1.27M
|
-46,985
|
-7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
-$3.54M
|
-131,259
|
-22%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.5M
|
+$3.89M
|
+144,116
|
+45%
|
|
|
10
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$11.8M
|
-$1.71M
|
-63,325
|
-13%
|
|
|
11
|
McGowan Group Asset Management
Dallas,
Texas
|
$11.6M
|
-$50.2K
|
-1,861
|
-0.4%
|
|
|
12
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$10.9M
|
+$10.8M
|
+401,807
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$8.89M
|
+$8.82M
|
+326,510
|
New
|
|
|
14
|
JBJ Investment Partners
Charleston,
South Carolina
|
$7.42M
|
-$67.9K
|
-2,515
|
-0.9%
|
|
|
15
|
LGL Partners
Philadelphia,
Pennsylvania
|
$5.84M
|
+$5.79M
|
+214,425
|
New
|
|
|
16
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$5.8M
|
+$4.94M
|
+182,822
|
+602%
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.04M
|
+$861K
|
+31,905
|
+21%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.7M
|
-$546K
|
-20,239
|
-10%
|
|
|
19
|
|
$4.36M
|
-$2.03M
|
-75,199
|
-32%
|
|
|
20
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$3.3M
|
-$119K
|
-4,407
|
-4%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$2.33M
|
+$2.31M
|
+85,656
|
New
|
|
|
22
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$2.13M
|
+$71.5K
|
+2,650
|
+4%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$1.75M
|
+$1.74M
|
+64,432
|
New
|
|
|
24
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$1.75M
|
+$815K
|
+30,168
|
+88%
|
|
|
25
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.73M
|
+$19.8K
|
+733
|
+1%
|
|
