|
1
|
Creative Planning
Overland Park,
Kansas
|
$2.28B
|
+$168M
|
+3,823,420
|
+8%
|
|
|
2
|
|
$475M
|
+$154M
|
+3,493,968
|
+48%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$309M
|
-$6.81M
|
-154,789
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$204M
|
+$22.6M
|
+514,565
|
+12%
|
|
|
5
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$149M
|
+$3.1M
|
+70,563
|
+2%
|
|
|
6
|
American Family Investments
Madison,
Wisconsin
|
$112M
|
+$52M
|
+1,182,674
|
+87%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$95.1M
|
+$4.66M
|
+105,875
|
+5%
|
|
|
8
|
BNP Paribas Financial Markets
Paris,
France
|
$95M
|
+$91M
|
+2,069,085
|
+2,309%
|
|
|
9
|
Vanderbilt University
Nashville,
Tennessee
|
$89.3M
|
+$89.2M
|
+2,029,067
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$78.1M
|
-$97.7M
|
-2,221,545
|
-56%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$74M
|
+$3.56M
|
+81,070
|
+5%
|
|
|
12
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$72.7M
|
+$2.69M
|
+61,185
|
+4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$69.6M
|
+$9.08M
|
+206,569
|
+15%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$60.4M
|
+$8.26M
|
+187,949
|
+16%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$56.4M
|
-$271K
|
-6,166
|
-0.5%
|
|
|
16
|
Victory Capital Management
San Antonio,
Texas
|
$51.9M
|
-$1.95M
|
-44,269
|
-4%
|
|
|
17
|
Phoenix Financial
Givatayim,
Israel
|
$46.8M
|
-$8.79K
|
-200
|
-0%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.7M
|
+$1.29M
|
+29,292
|
+3%
|
|
|
19
|
Parcion Private Wealth
Bellevue,
Washington
|
$46.5M
|
+$278K
|
+6,329
|
+0.6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$44.1M
|
-$25.1M
|
-570,835
|
-36%
|
|
|
21
|
PGIM Custom Harvest
Newark,
New Jersey
|
$41.7M
|
+$7.2M
|
+163,741
|
+21%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$40.2M
|
-$181K
|
-4,112
|
-0.4%
|
|
|
23
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$33.8M
|
+$2.94M
|
+66,794
|
+10%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$31.2M
|
-$405K
|
-9,213
|
-1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30M
|
-$1.6M
|
-36,292
|
-5%
|
|
