|
1
|
|
$223M
|
-$7.34M
|
-140,895
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$218M
|
+$3.54M
|
+68,044
|
+2%
|
|
|
3
|
|
$66.5M
|
+$7.36M
|
+141,400
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$66.5M
|
-$11.4M
|
-219,533
|
-14%
|
|
|
5
|
|
$64.3M
|
+$5.32M
|
+102,122
|
+8%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$63.5M
|
+$11.7M
|
+225,640
|
+20%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$60.8M
|
-$8.46M
|
-162,491
|
-11%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$56.1M
|
+$3.34M
|
+64,160
|
+6%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$34.5M
|
+$2.37M
|
+45,550
|
+7%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$33.5M
|
+$34.5M
|
+663,464
|
+1,740%
|
|
|
11
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$33.1M
|
-$655K
|
-12,573
|
-2%
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
$26.7M
|
-$29.9M
|
-573,824
|
-51%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.9M
|
-$4.86M
|
-93,356
|
-15%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$21.7M
|
+$496K
|
+9,518
|
+2%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$19.2M
|
+$566K
|
+10,860
|
+3%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$18.6M
|
-$1.24M
|
-23,902
|
-6%
|
|
|
17
|
|
$17.6M
|
-$7.67M
|
-147,305
|
-29%
|
|
|
18
|
United Services Automobile Association
San Antonio,
Texas
|
$16.4M
|
–
|
–
|
–
|
|
|
19
|
Beacon Financial Group
Dallas,
Texas
|
$15.6M
|
+$531K
|
+10,189
|
+3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.8M
|
+$632K
|
+12,130
|
+4%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$2.62M
|
+50,369
|
+19%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.4M
|
+$1.76M
|
+33,732
|
+14%
|
|
|
23
|
Veritable
Wilmington,
Delaware
|
$12.7M
|
-$8.43M
|
-161,919
|
-38%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$12.2M
|
+$628K
|
+12,064
|
+5%
|
|
|
25
|
Tompkins Financial
Ithaca,
New York
|
$12.2M
|
+$109K
|
+2,102
|
+0.8%
|
|
