|
1
|
Creative Planning
Overland Park,
Kansas
|
$124M
|
-$1.99M
|
-49,209
|
-2%
|
|
|
2
|
|
$98.2M
|
+$3.56M
|
+88,122
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$38.8M
|
-$1.82M
|
-45,054
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$28.7M
|
+$44.6K
|
+1,103
|
+0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$25.4M
|
+$1.09M
|
+26,980
|
+4%
|
|
|
6
|
Bard Financial Services
Branford,
Connecticut
|
$25.3M
|
+$1.09M
|
+26,847
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
+$387K
|
+9,575
|
+2%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$19.5M
|
+$528K
|
+13,056
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$2.82M
|
+69,778
|
+17%
|
|
|
10
|
McGowan Group Asset Management
Dallas,
Texas
|
$18.1M
|
+$291K
|
+7,183
|
+2%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$12.2M
|
+$2.93M
|
+72,389
|
+31%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$12.2M
|
+$11M
|
+271,975
|
+730%
|
|
|
13
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$11.7M
|
+$2.16M
|
+53,500
|
+22%
|
|
|
14
|
Advisors Management Group
La Crosse,
Wisconsin
|
$9.44M
|
-$17.8K
|
-439
|
-0.2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.4M
|
+$126K
|
+3,107
|
+1%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$7.79M
|
+$339K
|
+8,370
|
+4%
|
|
|
17
|
Tectonic Advisors
Frisco,
Texas
|
$7.77M
|
–
|
–
|
–
|
|
|
18
|
Golden Green
Seneca,
South Carolina
|
$6.89M
|
-$1.91M
|
-47,124
|
-21%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.19M
|
-$403K
|
-9,974
|
-6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.18M
|
-$1.74M
|
-43,137
|
-22%
|
|
|
21
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$5.71M
|
+$455K
|
+11,253
|
+8%
|
|
|
22
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.39M
|
-$245K
|
-6,049
|
-4%
|
|
|
23
|
Greenspring Advisors
Towson,
Maryland
|
$4.89M
|
+$110K
|
+2,730
|
+2%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$4.86M
|
+$730K
|
+18,050
|
+19%
|
|
|
25
|
Blue Edge Capital
Richmond,
Virginia
|
$4.39M
|
+$1.63M
|
+40,339
|
+57%
|
|
