|
1
|
Creative Planning
Overland Park,
Kansas
|
$109M
|
-$12.2M
|
-390,635
|
-11%
|
|
|
2
|
|
$34.4M
|
+$1.7M
|
+54,602
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.5M
|
-$662K
|
-21,248
|
-3%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$18.6M
|
+$17.5M
|
+561,921
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$15.7M
|
+$194K
|
+6,217
|
+1%
|
|
|
6
|
McGowan Group Asset Management
Dallas,
Texas
|
$14.2M
|
-$111K
|
-3,550
|
-0.8%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$14.1M
|
-$3.3M
|
-106,015
|
-20%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
-$1.27M
|
-40,743
|
-9%
|
|
|
9
|
Bard Financial Services
Branford,
Connecticut
|
$13.1M
|
+$2.7M
|
+86,727
|
+28%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$11.5M
|
+$4.05M
|
+129,945
|
+60%
|
|
|
11
|
Rational Advisors
Huntington,
New York
|
$11.3M
|
+$9.72M
|
+311,828
|
+1,024%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
-$955K
|
-30,641
|
-9%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$558K
|
+17,917
|
+6%
|
|
|
14
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$10.2M
|
–
|
–
|
–
|
|
|
15
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$8.48M
|
+$430K
|
+13,807
|
+6%
|
|
|
16
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$7.24M
|
-$4.61M
|
-147,983
|
-40%
|
|
|
17
|
Tectonic Advisors
Frisco,
Texas
|
$6.18M
|
+$264K
|
+8,471
|
+5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.96M
|
+$1.82M
|
+58,371
|
+48%
|
|
|
19
|
Annandale Capital
Dallas,
Texas
|
$5.76M
|
+$5.68M
|
+182,253
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.52M
|
+$295K
|
+9,467
|
+6%
|
|
|
21
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.42M
|
-$322K
|
-10,326
|
-6%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$4.24M
|
+$3.99M
|
+128,024
|
+640,120%
|
|
|
23
|
Rockland Trust
Hanover,
Massachusetts
|
$4.14M
|
+$960K
|
+30,800
|
+33%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4M
|
+$299K
|
+9,590
|
+9%
|
|
|
25
|
Golden Green
Seneca,
South Carolina
|
$3.15M
|
+$2.97M
|
+95,389
|
New
|
|
