|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.96B
|
+$145M
|
+3,468,550
|
+8%
|
|
|
2
|
|
$298M
|
+$34.3M
|
+817,339
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$293M
|
-$531M
|
-12,675,013
|
-64%
|
|
|
4
|
|
$232M
|
+$233M
|
+5,559,995
|
+2,651%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$168M
|
+$4.59M
|
+109,443
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$163M
|
+$4.61M
|
+110,043
|
+3%
|
|
|
7
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$136M
|
+$2.21M
|
+52,739
|
+2%
|
|
|
8
|
Two Sigma Investments
New York
|
$112M
|
-$126M
|
-3,004,200
|
-52%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$83.9M
|
+$23.6M
|
+563,443
|
+38%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$65.3M
|
+$4.85M
|
+115,764
|
+8%
|
|
|
11
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$64.9M
|
+$2.94M
|
+70,032
|
+5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$64.2M
|
-$31.6M
|
-754,769
|
-32%
|
|
|
13
|
ALPS Advisors
Denver,
Colorado
|
$58.3M
|
+$4.84M
|
+115,535
|
+9%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$56.1M
|
+$3.34M
|
+79,673
|
+6%
|
|
|
15
|
American Family Investments
Madison,
Wisconsin
|
$55.8M
|
+$57.3M
|
+1,367,087
|
New
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$52.6M
|
-$276K
|
-6,582
|
-0.5%
|
|
|
17
|
Victory Capital Management
San Antonio,
Texas
|
$49.9M
|
+$1.09M
|
+26,035
|
+2%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$48.3M
|
-$2.05M
|
-48,937
|
-4%
|
|
|
19
|
Phoenix Financial
Givatayim,
Israel
|
$43.4M
|
–
|
–
|
–
|
|
|
20
|
Parcion Private Wealth
Bellevue,
Washington
|
$42.9M
|
+$44M
|
+1,050,724
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.1M
|
+$25.1M
|
+598,656
|
+139%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$37.5M
|
-$5.84M
|
-139,227
|
-13%
|
|
|
23
|
PGIM Custom Harvest
Newark,
New Jersey
|
$32M
|
+$3.45M
|
+82,359
|
+12%
|
|
|
24
|
Auto-Owners Insurance
Lansing,
Michigan
|
$31.3M
|
–
|
–
|
–
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$29.4M
|
+$12.3M
|
+292,889
|
+69%
|
|
