|
1
|
Creative Planning
Overland Park,
Kansas
|
$114M
|
+$1.62M
|
+45,982
|
+1%
|
|
|
2
|
Rational Advisors
Huntington,
New York
|
$78M
|
+$54.1M
|
+1,531,932
|
+225%
|
|
|
3
|
|
$49.9M
|
+$3.64M
|
+103,005
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.9M
|
-$508K
|
-14,396
|
-2%
|
|
|
5
|
Bard Financial Services
Branford,
Connecticut
|
$17.4M
|
+$916K
|
+25,946
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
-$129K
|
-3,646
|
-0.7%
|
|
|
7
|
McGowan Group Asset Management
Dallas,
Texas
|
$15.7M
|
-$100K
|
-2,846
|
-0.6%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$15.6M
|
+$901K
|
+25,527
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
-$136K
|
-3,844
|
-0.9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
+$1.9M
|
+53,761
|
+15%
|
|
|
11
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$14.1M
|
-$62.2K
|
-1,762
|
-0.4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$8.92M
|
-$627K
|
-17,755
|
-7%
|
|
|
13
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$8.82M
|
+$8.83M
|
+250,000
|
New
|
|
|
14
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$8.01M
|
-$162K
|
-4,575
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.3M
|
-$935K
|
-26,470
|
-11%
|
|
|
16
|
Tectonic Advisors
Frisco,
Texas
|
$7.08M
|
+$490K
|
+13,886
|
+7%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.58M
|
+$550K
|
+15,572
|
+9%
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.55M
|
-$4.84M
|
-137,163
|
-47%
|
|
|
19
|
Breiter Capital Management
Bradenton,
Florida
|
$5.04M
|
+$4.37M
|
+123,633
|
+644%
|
|
|
20
|
Golden Green
Seneca,
South Carolina
|
$4.84M
|
-$1.33M
|
-37,686
|
-22%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.49M
|
+$896K
|
+25,382
|
+25%
|
|
|
22
|
Rockland Trust
Hanover,
Massachusetts
|
$4.14M
|
-$481K
|
-13,614
|
-10%
|
|
|
23
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$4.13M
|
-$217K
|
-6,136
|
-5%
|
|
|
24
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$2.72M
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$2.63M
|
-$12.5M
|
-353,003
|
-83%
|
|
