|
1
|
Creative Planning
Overland Park,
Kansas
|
$121M
|
-$7.85M
|
-185,520
|
-6%
|
|
|
2
|
|
$114M
|
+$9.55M
|
+225,713
|
+9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$42.9M
|
-$13K
|
-308
|
-0%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$33.9M
|
+$412K
|
+9,742
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.4M
|
-$5.02M
|
-118,814
|
-13%
|
|
|
6
|
Bard Financial Services
Branford,
Connecticut
|
$27.7M
|
+$267K
|
+6,311
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
+$484K
|
+11,437
|
+2%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$21.7M
|
+$1.15M
|
+27,078
|
+5%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.4M
|
+$21.7M
|
+512,230
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$18.8M
|
+$1.3M
|
+30,754
|
+7%
|
|
|
11
|
McGowan Group Asset Management
Dallas,
Texas
|
$18.8M
|
-$394K
|
-9,307
|
-2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.2M
|
-$70.8K
|
-1,675
|
-0.4%
|
|
|
13
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18.1M
|
-$495K
|
-11,700
|
-3%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$15.1M
|
-$53.6K
|
-1,268
|
-0.3%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$11.7M
|
+$38.7K
|
+914
|
+0.3%
|
|
|
16
|
Affinity Wealth Management
Wilmington,
Delaware
|
$11.4M
|
+$3.33M
|
+78,693
|
+40%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.2M
|
-$4.35M
|
-102,863
|
-30%
|
|
|
18
|
Advisors Management Group
La Crosse,
Wisconsin
|
$9.69M
|
-$220K
|
-5,191
|
-2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.45M
|
-$68.9K
|
-1,630
|
-0.7%
|
|
|
20
|
Tectonic Advisors
Frisco,
Texas
|
$8.2M
|
+$1.9K
|
+45
|
+0%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$8.15M
|
+$263K
|
+6,218
|
+3%
|
|
|
22
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$6.42M
|
-$162K
|
-3,828
|
-2%
|
|
|
23
|
Greenspring Advisors
Towson,
Maryland
|
$5.92M
|
+$155K
|
+3,661
|
+3%
|
|
|
24
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.69M
|
-$116K
|
-2,744
|
-2%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$5.32M
|
+$393K
|
+9,304
|
+8%
|
|
