|
1
|
Bank of America
Charlotte,
North Carolina
|
$71.8M
|
-$3.96M
|
-126,751
|
-6%
|
|
|
2
|
Accredited Investors
Edina,
Minnesota
|
$66.6M
|
+$34.9M
|
+1,115,004
|
+140%
|
|
|
3
|
|
$57.3M
|
-$7.67M
|
-245,226
|
-13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$37.2M
|
+$1.97M
|
+62,888
|
+6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$23.2M
|
+$2.71M
|
+86,761
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
-$967K
|
-30,946
|
-5%
|
|
|
7
|
Private Vista
Chicago,
Illinois
|
$16.6M
|
+$2.34M
|
+74,902
|
+19%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$16M
|
+$2.75M
|
+87,837
|
+24%
|
|
|
9
|
|
$15.5M
|
+$11.4M
|
+365,034
|
+462%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.3M
|
-$33.1M
|
-1,060,327
|
-75%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$11.4M
|
+$1.04M
|
+33,185
|
+11%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$10.3M
|
+$3.1M
|
+99,054
|
+50%
|
|
|
13
|
Cornerstone Capital
Palo Alto,
California
|
$9.09M
|
-$317K
|
-10,132
|
-4%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.36M
|
-$134K
|
-4,283
|
-2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.34M
|
+$283K
|
+9,055
|
+4%
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
$7.91M
|
-$2.07M
|
-66,300
|
-23%
|
|
|
17
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$7.53M
|
+$496K
|
+15,859
|
+8%
|
|
|
18
|
Ausdal Financial Partners
Davenport,
Iowa
|
$7.18M
|
+$5.94M
|
+190,083
|
+1,191%
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$7.08M
|
+$512K
|
+16,386
|
+9%
|
|
|
20
|
GM Advisory Group
Melville,
New York
|
$5.82M
|
+$5.11M
|
+163,461
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$5.61M
|
-$1.96M
|
-62,753
|
-27%
|
|
|
22
|
American National Insurance
Galveston,
Texas
|
$5.5M
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.07M
|
+$1.24M
|
+39,625
|
+37%
|
|
|
24
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$5.07M
|
+$4.55M
|
+145,526
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.93M
|
-$3.82M
|
-122,068
|
-46%
|
|
