|
1
|
Bank of America
Charlotte,
North Carolina
|
$91.1M
|
-$20.1M
|
-530,233
|
-16%
|
|
|
2
|
|
$84M
|
-$15.1M
|
-399,052
|
-14%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$47.6M
|
-$9.6M
|
-252,993
|
-15%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$43.7M
|
+$7.75M
|
+204,293
|
+19%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$39.2M
|
+$15.4M
|
+406,507
|
+53%
|
|
|
6
|
|
$34.9M
|
+$2.77M
|
+72,960
|
+8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$26.5M
|
-$6.36M
|
-167,659
|
-17%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$23.7M
|
-$9.3M
|
-245,174
|
-26%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$19.2M
|
+$2.56M
|
+67,572
|
+13%
|
|
|
10
|
Pension Partners
New York
|
$11.7M
|
+$13.2M
|
+349,112
|
New
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$11M
|
–
|
–
|
–
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$9.6M
|
-$670K
|
-17,675
|
-6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.56M
|
-$627K
|
-16,544
|
-6%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$8.29M
|
-$5.73K
|
-151
|
-0.1%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.1M
|
-$111K
|
-2,926
|
-1%
|
|
|
16
|
Linscomb Wealth
Houston,
Texas
|
$6.83M
|
+$766K
|
+20,197
|
+11%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$6.06M
|
+$2.46M
|
+64,990
|
+56%
|
|
|
18
|
First Allied Advisory Services
San Diego,
California
|
$5.91M
|
-$1.07M
|
-28,310
|
-14%
|
|
|
19
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.63M
|
-$45.7K
|
-1,204
|
-0.7%
|
|
|
20
|
American National Insurance
Galveston,
Texas
|
$5.28M
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.01M
|
+$585K
|
+15,411
|
+11%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.84M
|
-$1.29M
|
-34,032
|
-20%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.8M
|
-$2.24M
|
-59,136
|
-29%
|
|
|
24
|
Cornerstone Capital
Palo Alto,
California
|
$4.48M
|
-$4.57M
|
-120,358
|
-47%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.47M
|
-$4.22M
|
-111,156
|
-45%
|
|
