|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.8B
|
+$156M
|
+3,788,185
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$801M
|
+$43.7M
|
+1,061,025
|
+6%
|
|
|
3
|
|
$261M
|
-$8.01M
|
-194,731
|
-3%
|
|
|
4
|
Two Sigma Investments
New York
|
$231M
|
+$236M
|
+5,735,700
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$162M
|
-$7.04M
|
-171,025
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$157M
|
-$1.57M
|
-38,177
|
-1%
|
|
|
7
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$132M
|
+$4.4M
|
+106,820
|
+3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$93.9M
|
-$2.73M
|
-66,431
|
-3%
|
|
|
9
|
|
$75.8M
|
-$8.64M
|
-209,903
|
-10%
|
|
|
10
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$61.3M
|
+$1.91M
|
+46,361
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$60.2M
|
-$22.3M
|
-542,693
|
-27%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$59.9M
|
+$2.59M
|
+62,890
|
+4%
|
|
|
13
|
ALPS Advisors
Denver,
Colorado
|
$52.9M
|
+$7.31M
|
+177,663
|
+16%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$52.2M
|
-$432K
|
-10,506
|
-0.8%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$52.2M
|
+$6.02M
|
+146,210
|
+13%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$49.7M
|
-$1.1M
|
-26,612
|
-2%
|
|
|
17
|
Victory Capital Management
San Antonio,
Texas
|
$48.3M
|
+$17.3M
|
+421,408
|
+54%
|
|
|
18
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$46.4M
|
-$1.4K
|
-34
|
-0%
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$46.2M
|
+$1.98M
|
+48,134
|
+4%
|
|
|
20
|
Phoenix Financial
Givatayim,
Israel
|
$42.9M
|
-$150M
|
-3,633,800
|
-77%
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$42.6M
|
+$1.29M
|
+31,364
|
+3%
|
|
|
22
|
|
$33.2M
|
-$15.6M
|
-378,012
|
-31%
|
|
|
23
|
Cullen Capital Management
New York
|
$32.9M
|
+$33.3M
|
+809,021
|
+11,070%
|
|
|
24
|
Auto-Owners Insurance
Lansing,
Michigan
|
$30.9M
|
+$7.51M
|
+182,517
|
+31%
|
|
|
25
|
PGIM Custom Harvest
Newark,
New Jersey
|
$28.3M
|
-$7.53M
|
-182,862
|
-21%
|
|
