|
1
|
Creative Planning
Overland Park,
Kansas
|
$128M
|
-$1.57M
|
-37,542
|
-1%
|
|
|
2
|
|
$104M
|
+$887K
|
+21,161
|
+0.8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$42.6M
|
+$2M
|
+47,693
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$38M
|
+$14.2M
|
+339,623
|
+58%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$33.2M
|
+$3.26M
|
+77,818
|
+11%
|
|
|
6
|
Bard Financial Services
Branford,
Connecticut
|
$27.2M
|
+$785K
|
+18,724
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$26.7M
|
+$143K
|
+3,422
|
+0.5%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$20.4M
|
+$25.9K
|
+619
|
+0.1%
|
|
|
9
|
McGowan Group Asset Management
Dallas,
Texas
|
$19M
|
+$106K
|
+2,521
|
+0.6%
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18.4M
|
+$18.7M
|
+446,050
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.1M
|
+$8.43M
|
+201,112
|
+84%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$17.4M
|
-$2.73M
|
-65,062
|
-13%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$15M
|
+$2.31M
|
+55,058
|
+18%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.4M
|
+$8M
|
+190,914
|
+122%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$11.6M
|
-$1.2M
|
-28,531
|
-9%
|
|
|
16
|
Advisors Management Group
La Crosse,
Wisconsin
|
$9.83M
|
-$53.4K
|
-1,275
|
-0.5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.45M
|
+$3.02M
|
+72,118
|
+46%
|
|
|
18
|
Tectonic Advisors
Frisco,
Texas
|
$8.14M
|
–
|
–
|
–
|
|
|
19
|
Affinity Wealth Management
Wilmington,
Delaware
|
$8.06M
|
+$8.18M
|
+195,254
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$7.84M
|
-$329K
|
-7,841
|
-4%
|
|
|
21
|
Golden Green
Seneca,
South Carolina
|
$7.35M
|
+$132K
|
+3,143
|
+2%
|
|
|
22
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$6.53M
|
+$567K
|
+13,520
|
+9%
|
|
|
23
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.76M
|
+$125K
|
+2,984
|
+2%
|
|
|
24
|
Greenspring Advisors
Towson,
Maryland
|
$5.72M
|
+$618K
|
+14,752
|
+12%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$5.13M
|
+$227K
|
+5,413
|
+5%
|
|
