|
1
|
Creative Planning
Overland Park,
Kansas
|
$117M
|
-$1.75M
|
-43,062
|
-1%
|
|
|
2
|
|
$88.6M
|
+$13.3M
|
+326,999
|
+16%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$38M
|
+$8.49M
|
+209,396
|
+26%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$26.8M
|
+$3.51M
|
+86,618
|
+14%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$22.7M
|
+$1.95M
|
+48,087
|
+8%
|
|
|
6
|
Bard Financial Services
Branford,
Connecticut
|
$22.6M
|
+$936K
|
+23,084
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
+$1.66M
|
+40,858
|
+8%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$17.7M
|
+$246K
|
+6,073
|
+1%
|
|
|
9
|
McGowan Group Asset Management
Dallas,
Texas
|
$16.6M
|
+$18.2K
|
+448
|
+0.1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$2.63M
|
+65,008
|
+18%
|
|
|
11
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$8.96M
|
-$156K
|
-3,861
|
-2%
|
|
|
12
|
Advisors Management Group
La Crosse,
Wisconsin
|
$8.84M
|
+$515K
|
+12,711
|
+6%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$8.73M
|
+$9.47M
|
+233,539
|
+7,135%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.67M
|
-$238K
|
-5,875
|
-2%
|
|
|
15
|
Golden Green
Seneca,
South Carolina
|
$8.18M
|
+$181K
|
+4,468
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.37M
|
-$615K
|
-15,186
|
-7%
|
|
|
17
|
Tectonic Advisors
Frisco,
Texas
|
$7.26M
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$6.98M
|
-$840K
|
-20,714
|
-10%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$6.16M
|
+$182K
|
+4,493
|
+3%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.15M
|
+$79.4K
|
+1,958
|
+1%
|
|
|
21
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.26M
|
+$713K
|
+17,589
|
+14%
|
|
|
22
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$4.92M
|
+$1.62M
|
+39,852
|
+43%
|
|
|
23
|
Greenspring Advisors
Towson,
Maryland
|
$4.47M
|
-$17.3K
|
-426
|
-0.4%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$3.89M
|
-$771K
|
-19,015
|
-15%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$3.77M
|
+$285K
|
+7,033
|
+8%
|
|
