|
1
|
Creative Planning
Overland Park,
Kansas
|
$112M
|
-$631K
|
-17,582
|
-0.5%
|
|
|
2
|
Rational Advisors
Huntington,
New York
|
$98.1M
|
+$21.2M
|
+591,449
|
+27%
|
|
|
3
|
|
$53.2M
|
+$3.87M
|
+107,849
|
+8%
|
|
|
4
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$26.2M
|
+$17.9M
|
+500,000
|
+200%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$24.1M
|
-$661K
|
-18,424
|
-3%
|
|
|
6
|
Bard Financial Services
Branford,
Connecticut
|
$19M
|
+$1.83M
|
+50,958
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
+$267K
|
+7,438
|
+2%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.1M
|
+$562K
|
+15,659
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$1.28M
|
+35,598
|
+8%
|
|
|
10
|
McGowan Group Asset Management
Dallas,
Texas
|
$15.3M
|
-$181K
|
-5,056
|
-1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$876K
|
+24,420
|
+6%
|
|
|
12
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$11M
|
-$3.03M
|
-84,557
|
-21%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$9.41M
|
+$6.98M
|
+194,660
|
+262%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$9.37M
|
+$534K
|
+14,886
|
+6%
|
|
|
15
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$7.84M
|
-$107K
|
-2,976
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.5M
|
+$266K
|
+7,406
|
+4%
|
|
|
17
|
Breiter Capital Management
Bradenton,
Florida
|
$7.44M
|
+$2.5M
|
+69,779
|
+49%
|
|
|
18
|
Tectonic Advisors
Frisco,
Texas
|
$6.89M
|
-$129K
|
-3,586
|
-2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.83M
|
+$314K
|
+8,743
|
+5%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.62M
|
+$117K
|
+3,251
|
+2%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.82M
|
+$375K
|
+10,463
|
+8%
|
|
|
22
|
Golden Green
Seneca,
South Carolina
|
$4.6M
|
-$208K
|
-5,791
|
-4%
|
|
|
23
|
Greenspring Advisors
Towson,
Maryland
|
$4.25M
|
+$4.36M
|
+121,460
|
New
|
|
|
24
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$3.95M
|
-$154K
|
-4,292
|
-4%
|
|
|
25
|
Rockland Trust
Hanover,
Massachusetts
|
$3.78M
|
-$337K
|
-9,397
|
-8%
|
|
