|
1
|
Bank of America
Charlotte,
North Carolina
|
$141M
|
+$7.52M
|
+164,379
|
+5%
|
|
|
2
|
|
$126M
|
+$3.57M
|
+78,042
|
+3%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$72.8M
|
-$4.96M
|
-108,378
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$47.8M
|
+$2.79M
|
+60,850
|
+6%
|
|
|
5
|
|
$42.1M
|
-$2.81M
|
-61,301
|
-6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$41.6M
|
+$3.38M
|
+73,872
|
+8%
|
|
|
7
|
Accredited Investors
Edina,
Minnesota
|
$41.4M
|
+$1.48M
|
+32,437
|
+4%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.2M
|
+$208K
|
+4,554
|
+0.6%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$22M
|
+$2.55M
|
+55,752
|
+12%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$14.3M
|
–
|
–
|
–
|
|
|
11
|
Beacon Financial Group
Dallas,
Texas
|
$13.8M
|
+$761K
|
+16,621
|
+5%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$13.2M
|
-$1.18M
|
-25,789
|
-8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
-$323K
|
-7,066
|
-3%
|
|
|
14
|
Cornerstone Capital
Palo Alto,
California
|
$11M
|
+$1.75M
|
+38,286
|
+18%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$10.8M
|
-$2.3M
|
-50,300
|
-17%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.6M
|
+$92K
|
+2,010
|
+0.8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6M
|
+$4.29M
|
+93,806
|
+62%
|
|
|
18
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$8.88M
|
+$235K
|
+5,129
|
+3%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$8.8M
|
+$8.96M
|
+195,649
|
+3,256%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.79M
|
-$619K
|
-13,526
|
-6%
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$7.98M
|
+$167K
|
+3,658
|
+2%
|
|
|
22
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$7.36M
|
+$1.69M
|
+36,827
|
+28%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$7.28M
|
-$489K
|
-10,672
|
-6%
|
|
|
24
|
|
$7.21M
|
-$478K
|
-10,440
|
-6%
|
|
|
25
|
American National Insurance
Galveston,
Texas
|
$6.85M
|
–
|
–
|
–
|
|
