|
1
|
Bank of America
Charlotte,
North Carolina
|
$69.2M
|
-$18.3M
|
-532,332
|
-20%
|
|
|
2
|
|
$59.8M
|
-$21.3M
|
-621,044
|
-25%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$44.8M
|
+$8.37M
|
+244,008
|
+21%
|
|
|
4
|
|
$40.3M
|
+$7.91M
|
+230,560
|
+22%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$31.8M
|
-$10.3M
|
-300,385
|
-23%
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$25.2M
|
+$3.05M
|
+88,823
|
+13%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$21.2M
|
-$4.15M
|
-120,816
|
-15%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$18.3M
|
+$232K
|
+6,758
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
-$36.1M
|
-1,052,621
|
-74%
|
|
|
10
|
Private Vista
Chicago,
Illinois
|
$10.9M
|
+$13.5M
|
+394,645
|
New
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$9.29M
|
-$1.21M
|
-35,200
|
-11%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$9.26M
|
+$211K
|
+6,142
|
+2%
|
|
|
13
|
Cornerstone Capital
Palo Alto,
California
|
$8.57M
|
+$4.71M
|
+137,244
|
+103%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.34M
|
+$4.9M
|
+142,888
|
+118%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.73M
|
-$390K
|
-11,362
|
-4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.29M
|
-$395K
|
-11,502
|
-5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$7.07M
|
+$3.11M
|
+90,624
|
+65%
|
|
|
18
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$6.34M
|
+$1.1M
|
+32,057
|
+19%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$6.26M
|
+$584K
|
+17,007
|
+9%
|
|
|
20
|
Linscomb Wealth
Houston,
Texas
|
$5.91M
|
-$587K
|
-17,101
|
-8%
|
|
|
21
|
American National Insurance
Galveston,
Texas
|
$4.99M
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.88M
|
+$2.5M
|
+72,800
|
+89%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.15M
|
-$637K
|
-18,574
|
-12%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.35M
|
-$941K
|
-27,420
|
-21%
|
|
|
25
|
Bank of New York Mellon
New York
|
$3.09M
|
+$2.71M
|
+78,962
|
+422%
|
|
