|
1
|
Creative Planning
Overland Park,
Kansas
|
$101M
|
-$3.34M
|
-129,241
|
-3%
|
|
|
2
|
|
$27M
|
+$1.14M
|
+44,009
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.2M
|
+$969K
|
+37,499
|
+6%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$14.6M
|
-$3.92M
|
-151,769
|
-22%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
-$6.86M
|
-265,550
|
-36%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
-$54.4M
|
-2,104,469
|
-83%
|
|
|
7
|
McGowan Group Asset Management
Dallas,
Texas
|
$11.9M
|
+$110K
|
+4,277
|
+1%
|
|
|
8
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$10.2M
|
-$995K
|
-38,537
|
-9%
|
|
|
9
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$10.1M
|
-$882K
|
-34,141
|
-9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.8M
|
-$2.75M
|
-106,357
|
-23%
|
|
|
11
|
Bard Financial Services
Branford,
Connecticut
|
$8.5M
|
+$8.01M
|
+310,100
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.41M
|
-$1.34M
|
-52,017
|
-15%
|
|
|
13
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$6.65M
|
+$278K
|
+10,744
|
+5%
|
|
|
14
|
Tectonic Advisors
Frisco,
Texas
|
$4.89M
|
+$4.6M
|
+178,252
|
New
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.77M
|
-$77.8K
|
-3,011
|
-1%
|
|
|
16
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$4.77M
|
+$4.49M
|
+174,016
|
New
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.32M
|
+$286K
|
+11,074
|
+8%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.34M
|
+$1.81M
|
+70,043
|
+135%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.05M
|
+$2.87M
|
+111,224
|
New
|
|
|
20
|
|
$3.04M
|
-$1.45M
|
-56,024
|
-34%
|
|
|
21
|
Rockland Trust
Hanover,
Massachusetts
|
$2.59M
|
-$3.47M
|
-134,433
|
-59%
|
|
|
22
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.45M
|
-$2.56M
|
-99,109
|
-53%
|
|
|
23
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$2.24M
|
-$177K
|
-6,870
|
-8%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.73M
|
-$232K
|
-8,980
|
-12%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.7M
|
-$399K
|
-15,466
|
-20%
|
|
