|
1
|
Creative Planning
Overland Park,
Kansas
|
$123M
|
-$4.03M
|
-109,524
|
-3%
|
|
|
2
|
|
$50.7M
|
+$9.97M
|
+270,877
|
+26%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$1.57M
|
+42,571
|
+6%
|
|
|
4
|
Rational Advisors
Huntington,
New York
|
$26.3M
|
+$12.4M
|
+337,393
|
+99%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
+$685K
|
+18,613
|
+4%
|
|
|
6
|
Bard Financial Services
Branford,
Connecticut
|
$18.1M
|
+$2.59M
|
+70,396
|
+18%
|
|
|
7
|
McGowan Group Asset Management
Dallas,
Texas
|
$17.3M
|
+$654K
|
+17,779
|
+4%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$16.5M
|
-$4.95M
|
-134,482
|
-24%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
+$751K
|
+20,414
|
+5%
|
|
|
10
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.2M
|
-$310K
|
-8,423
|
-2%
|
|
|
11
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$15.5M
|
+$1.1M
|
+29,837
|
+8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$1.04M
|
+28,381
|
+9%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$11.4M
|
-$1.94M
|
-52,810
|
-15%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$3.32M
|
+90,292
|
+50%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.03M
|
-$3.44M
|
-93,385
|
-29%
|
|
|
16
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$8.96M
|
-$902K
|
-24,503
|
-10%
|
|
|
17
|
Madison Asset Management
Madison,
Wisconsin
|
$7.54M
|
+$4.71M
|
+128,030
|
+191%
|
|
|
18
|
Tectonic Advisors
Frisco,
Texas
|
$7.22M
|
–
|
–
|
–
|
|
|
19
|
Annandale Capital
Dallas,
Texas
|
$6.88M
|
+$255K
|
+6,922
|
+4%
|
|
|
20
|
Golden Green
Seneca,
South Carolina
|
$6.76M
|
+$2.93M
|
+79,625
|
+83%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.61M
|
+$148K
|
+4,033
|
+2%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$5.47M
|
+$496K
|
+13,474
|
+11%
|
|
|
23
|
Rockland Trust
Hanover,
Massachusetts
|
$5.07M
|
+$215K
|
+5,844
|
+5%
|
|
|
24
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$4.77M
|
-$1.49M
|
-40,364
|
-25%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.71M
|
+$34K
|
+924
|
+0.8%
|
|
