|
1
|
Bank of America
Charlotte,
North Carolina
|
$99M
|
+$16.3M
|
+432,056
|
+20%
|
|
|
2
|
|
$82.3M
|
+$9.58M
|
+253,888
|
+13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$54.6M
|
+$11.3M
|
+300,072
|
+26%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$47.8M
|
+$17.3M
|
+458,631
|
+56%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$28.2M
|
+$813K
|
+21,551
|
+3%
|
|
|
6
|
Virtu KCG Holdings
New York
|
$28.2M
|
+$27.8M
|
+737,660
|
+5,854%
|
|
|
7
|
Accredited Investors
Edina,
Minnesota
|
$24.9M
|
-$14.7M
|
-389,043
|
-37%
|
|
|
8
|
Private Vista
Chicago,
Illinois
|
$19.4M
|
+$725K
|
+19,224
|
+4%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$16.3M
|
+$4.21M
|
+111,694
|
+35%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$16.1M
|
+$200K
|
+5,300
|
+1%
|
|
|
11
|
Guild Investment Management
Los Angeles,
California
|
$15M
|
+$15M
|
+398,420
|
New
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.7M
|
+$323K
|
+8,550
|
+2%
|
|
|
13
|
Cornerstone Capital
Palo Alto,
California
|
$10.2M
|
+$334K
|
+8,845
|
+3%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$9.7M
|
+$353K
|
+9,349
|
+4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.92M
|
+$74.7K
|
+1,980
|
+0.8%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.84M
|
+$171K
|
+4,521
|
+2%
|
|
|
17
|
United Services Automobile Association
San Antonio,
Texas
|
$8.54M
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.36M
|
+$1.36M
|
+36,013
|
+19%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.9M
|
-$731K
|
-19,362
|
-8%
|
|
|
20
|
Linscomb Wealth
Houston,
Texas
|
$7.68M
|
+$576K
|
+15,267
|
+8%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.34M
|
+$2.12M
|
+56,183
|
+40%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$6.9M
|
+$1.2M
|
+31,812
|
+21%
|
|
|
23
|
GM Advisory Group
Melville,
New York
|
$6.72M
|
+$259K
|
+6,870
|
+4%
|
|
|
24
|
Xponance
Philadelphia,
Pennsylvania
|
$6.48M
|
+$6.51M
|
+172,497
|
New
|
|
|
25
|
American National Insurance
Galveston,
Texas
|
$5.93M
|
–
|
–
|
–
|
|
