|
1
|
Creative Planning
Overland Park,
Kansas
|
$83.7M
|
-$6.03M
|
-236,753
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$56M
|
+$2.01M
|
+78,846
|
+3%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$45M
|
-$12.4K
|
-487
|
-0%
|
|
|
4
|
|
$20.7M
|
-$997K
|
-39,174
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
-$379K
|
-14,876
|
-2%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$15M
|
+$333K
|
+13,069
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
-$448K
|
-17,592
|
-3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
+$76.6K
|
+3,010
|
+0.7%
|
|
|
9
|
McGowan Group Asset Management
Dallas,
Texas
|
$9.4M
|
+$80.3K
|
+3,155
|
+0.7%
|
|
|
10
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$9.01M
|
-$582K
|
-22,879
|
-5%
|
|
|
11
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$8.8M
|
-$21.7K
|
-851
|
-0.2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.88M
|
-$3.04M
|
-119,458
|
-25%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$5.73M
|
-$1.67M
|
-65,493
|
-20%
|
|
|
14
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$5.71M
|
+$470K
|
+18,477
|
+9%
|
|
|
15
|
Rockland Trust
Hanover,
Massachusetts
|
$5.03M
|
+$5.82M
|
+228,871
|
New
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.84M
|
+$898K
|
+35,282
|
+19%
|
|
|
17
|
LGL Partners
Philadelphia,
Pennsylvania
|
$4.14M
|
-$659K
|
-25,889
|
-12%
|
|
|
18
|
|
$3.66M
|
+$168K
|
+6,609
|
+4%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.21M
|
-$667K
|
-26,226
|
-15%
|
|
|
20
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$2.57M
|
-$101K
|
-3,952
|
-3%
|
|
|
21
|
TIAA FSB
Jacksonville,
Florida
|
$2.01M
|
+$2.33M
|
+91,674
|
New
|
|
|
22
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.81M
|
+$112K
|
+4,391
|
+6%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.7M
|
+$530K
|
+20,821
|
+37%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.59M
|
-$343K
|
-13,475
|
-16%
|
|
|
25
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.54M
|
+$6.9K
|
+271
|
+0.4%
|
|
