|
1
|
|
$250M
|
+$2.05M
|
+40,426
|
+0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$233M
|
-$5.22M
|
-103,080
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$83.5M
|
+$3.36M
|
+66,318
|
+4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$74.5M
|
-$34.6M
|
-682,820
|
-32%
|
|
|
5
|
|
$64.8M
|
+$1.34M
|
+26,431
|
+2%
|
|
|
6
|
|
$64.4M
|
-$221K
|
-4,368
|
-0.4%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$58.7M
|
-$4.48M
|
-88,531
|
-7%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$57.6M
|
-$1.39M
|
-27,400
|
-2%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$57.2M
|
+$14.6M
|
+287,559
|
+35%
|
|
|
10
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$36.5M
|
-$692K
|
-13,657
|
-2%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$35.1M
|
-$1.83M
|
-36,098
|
-5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.9M
|
+$2.43M
|
+48,020
|
+8%
|
|
|
13
|
|
$28.1M
|
+$12.2M
|
+241,800
|
+80%
|
|
|
14
|
|
$26.7M
|
+$76.3K
|
+1,507
|
+0.3%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$23.1M
|
+$3.68M
|
+72,603
|
+19%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$22.2M
|
-$1.12M
|
-22,134
|
-5%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$21.4M
|
+$255K
|
+5,036
|
+1%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$20.3M
|
+$2.48M
|
+48,955
|
+14%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$17.8M
|
–
|
–
|
–
|
|
|
20
|
Beacon Financial Group
Dallas,
Texas
|
$16.5M
|
+$692K
|
+13,662
|
+5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
-$1.06M
|
-20,939
|
-7%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$13.4M
|
-$174K
|
-3,434
|
-1%
|
|
|
23
|
Tompkins Financial
Ithaca,
New York
|
$13.1M
|
-$1.57M
|
-30,998
|
-11%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13M
|
+$6.85M
|
+135,316
|
+117%
|
|
|
25
|
Sigma Investment Counselors
Northville,
Michigan
|
$12.9M
|
-$498K
|
-9,843
|
-4%
|
|
