|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.55B
|
+$118M
|
+2,878,966
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$785M
|
-$5.26M
|
-128,034
|
-0.7%
|
|
|
3
|
|
$275M
|
-$8.31M
|
-202,484
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$175M
|
+$11.2M
|
+273,413
|
+7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$151M
|
-$15.2M
|
-369,655
|
-9%
|
|
|
6
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$128M
|
-$162K
|
-3,957
|
-0.1%
|
|
|
7
|
BNP Paribas Financial Markets
Paris,
France
|
$99M
|
-$50.2M
|
-1,221,840
|
-34%
|
|
|
8
|
Phoenix Financial
Givatayim,
Israel
|
$96.3M
|
-$49.7M
|
-1,210,000
|
-34%
|
|
|
9
|
|
$95.2M
|
+$70.1M
|
+1,706,310
|
+288%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$94.9M
|
+$39.1M
|
+951,673
|
+71%
|
|
|
11
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$67.2M
|
-$20.2K
|
-493
|
-0%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$63.9M
|
+$5.7M
|
+138,792
|
+10%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$55.2M
|
+$4.06M
|
+98,762
|
+8%
|
|
|
14
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$54.4M
|
+$1.97M
|
+47,954
|
+4%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$53M
|
+$775K
|
+18,875
|
+1%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$49.1M
|
+$1.16M
|
+28,337
|
+2%
|
|
|
17
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$47.6M
|
-$862
|
-21
|
-0%
|
|
|
18
|
ALPS Advisors
Denver,
Colorado
|
$46.7M
|
+$1.79M
|
+43,484
|
+4%
|
|
|
19
|
Advisory Alpha
Holland,
Michigan
|
$39.9M
|
-$306K
|
-7,456
|
-0.8%
|
|
|
20
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$39.7M
|
–
|
–
|
–
|
|
|
21
|
Congress Wealth Management
Boston,
Massachusetts
|
$39.2M
|
+$304K
|
+7,410
|
+0.8%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36.2M
|
+$6.82M
|
+166,025
|
+23%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.8M
|
-$5.98M
|
-145,688
|
-15%
|
|
|
24
|
PGIM Custom Harvest
Newark,
New Jersey
|
$31.9M
|
+$3.45M
|
+83,966
|
+12%
|
|
|
25
|
|
$29.3M
|
+$23.5M
|
+573,238
|
+424%
|
|
