|
1
|
|
$234M
|
-$16.9M
|
-355,429
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$226M
|
-$45.4M
|
-955,005
|
-17%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
+$10.8M
|
+226,518
|
+12%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$75.8M
|
-$21.8M
|
-458,364
|
-23%
|
|
|
5
|
|
$61.2M
|
-$15M
|
-315,524
|
-20%
|
|
|
6
|
|
$60M
|
+$6.97M
|
+146,518
|
+14%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$59.9M
|
-$9.27M
|
-194,937
|
-14%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$55.8M
|
+$5.61M
|
+118,068
|
+12%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$40M
|
-$748K
|
-15,732
|
-2%
|
|
|
10
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$35.3M
|
+$2.78M
|
+58,553
|
+9%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$35M
|
-$2.7M
|
-56,825
|
-7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.8M
|
+$3.03M
|
+63,657
|
+12%
|
|
|
13
|
|
$25.2M
|
-$23.9M
|
-501,727
|
-49%
|
|
|
14
|
Veritable
Wilmington,
Delaware
|
$22.1M
|
-$1.45M
|
-30,489
|
-6%
|
|
|
15
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$21.7M
|
+$1.15M
|
+24,226
|
+6%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$20M
|
+$1.69M
|
+35,530
|
+10%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$18.3M
|
+$1.85M
|
+38,879
|
+12%
|
|
|
18
|
Flow Traders U.S.
New York
|
$17.9M
|
-$24.2M
|
-508,216
|
-58%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$16.8M
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$16.8M
|
+$3.07M
|
+64,477
|
+23%
|
|
|
21
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$15.8M
|
+$7.16M
|
+150,650
|
+88%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.6M
|
-$1.01M
|
-21,330
|
-6%
|
|
|
23
|
|
$14.8M
|
+$228K
|
+4,792
|
+2%
|
|
|
24
|
Beacon Financial Group
Dallas,
Texas
|
$14.7M
|
+$14.4M
|
+302,438
|
New
|
|
|
25
|
Tompkins Financial
Ithaca,
New York
|
$14M
|
-$2.92M
|
-61,392
|
-18%
|
|
