|
1
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$6.3M
|
+147,599
|
+5%
|
|
|
2
|
|
$120M
|
-$8.48M
|
-198,671
|
-7%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$75.8M
|
+$7.3M
|
+170,980
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$44.2M
|
+$1.51M
|
+35,426
|
+4%
|
|
|
5
|
|
$43.8M
|
-$2.43M
|
-56,874
|
-5%
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$39.2M
|
+$3.51M
|
+82,142
|
+10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$37.6M
|
+$23.6K
|
+553
|
+0.1%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$32.3M
|
-$21M
|
-491,226
|
-39%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$19.1M
|
+$1.57M
|
+36,736
|
+9%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$14.1M
|
+$4.88M
|
+114,284
|
+62%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$14M
|
-$390K
|
-9,143
|
-3%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$14M
|
-$612K
|
-14,324
|
-4%
|
|
|
13
|
Beacon Financial Group
Dallas,
Texas
|
$13.1M
|
+$1.59M
|
+37,185
|
+14%
|
|
|
14
|
|
$12.1M
|
-$21.2M
|
-497,379
|
-64%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.9M
|
-$410K
|
-9,604
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.3M
|
+$849K
|
+19,881
|
+9%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.18M
|
+$5.58M
|
+130,639
|
+153%
|
|
|
18
|
Cornerstone Capital
Palo Alto,
California
|
$9.17M
|
+$177K
|
+4,150
|
+2%
|
|
|
19
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$8.47M
|
+$1.02M
|
+23,794
|
+14%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$7.92M
|
-$8.37M
|
-196,111
|
-52%
|
|
|
21
|
BBVA USA Bancshares
Houston,
Texas
|
$7.66M
|
-$302K
|
-7,080
|
-4%
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$7.65M
|
-$1.32M
|
-30,806
|
-15%
|
|
|
23
|
|
$7.5M
|
-$5.95M
|
-139,226
|
-44%
|
|
|
24
|
American National Insurance
Galveston,
Texas
|
$6.71M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.41M
|
-$31.9M
|
-747,839
|
-83%
|
|
