|
1
|
Bank of America
Charlotte,
North Carolina
|
$78.1M
|
+$4.93M
|
+142,413
|
+7%
|
|
|
2
|
|
$68.6M
|
+$10.1M
|
+291,772
|
+18%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$40.8M
|
+$2.93M
|
+84,832
|
+8%
|
|
|
4
|
Accredited Investors
Edina,
Minnesota
|
$37.2M
|
-$29.8M
|
-862,000
|
-45%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$28.8M
|
+$6.01M
|
+173,831
|
+27%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$25.9M
|
+$2.2M
|
+63,475
|
+10%
|
|
|
7
|
Private Vista
Chicago,
Illinois
|
$17.9M
|
+$1.1M
|
+31,812
|
+7%
|
|
|
8
|
|
$15.7M
|
-$60.4K
|
-1,746
|
-0.4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
-$1.26M
|
-36,560
|
-8%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.6M
|
+$105K
|
+3,035
|
+0.9%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$11.4M
|
-$163K
|
-4,700
|
-1%
|
|
|
12
|
Cornerstone Capital
Palo Alto,
California
|
$9.35M
|
+$103K
|
+2,965
|
+1%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$8.81M
|
-$1.67M
|
-48,159
|
-16%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.34M
|
-$153K
|
-4,411
|
-2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.14M
|
-$334K
|
-9,663
|
-4%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.12M
|
+$454K
|
+13,120
|
+6%
|
|
|
17
|
United Services Automobile Association
San Antonio,
Texas
|
$8.05M
|
–
|
–
|
–
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$6.7M
|
-$485K
|
-14,012
|
-7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.61M
|
+$1.41M
|
+40,871
|
+28%
|
|
|
20
|
GM Advisory Group
Melville,
New York
|
$6.1M
|
+$299K
|
+8,645
|
+5%
|
|
|
21
|
American National Insurance
Galveston,
Texas
|
$5.59M
|
–
|
–
|
–
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$5.38M
|
+$4.32M
|
+124,773
|
+459%
|
|
|
23
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$5.15M
|
-$4.88K
|
-141
|
-0.1%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.93M
|
+$1.34M
|
+38,789
|
+39%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.9M
|
-$115K
|
-3,319
|
-2%
|
|
