|
1
|
Bank of America
Charlotte,
North Carolina
|
$140M
|
+$41.8M
|
+1,119,429
|
+42%
|
|
|
2
|
|
$89.9M
|
+$8.15M
|
+218,449
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$60.6M
|
+$6.31M
|
+169,071
|
+12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$50.1M
|
+$2.61M
|
+70,043
|
+6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$29M
|
+$886K
|
+23,734
|
+3%
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$24.3M
|
-$399K
|
-10,700
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$18.3M
|
+$2.37M
|
+63,624
|
+15%
|
|
|
8
|
Private Vista
Chicago,
Illinois
|
$17.1M
|
-$3.27M
|
-87,564
|
-17%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$15.8M
|
-$366K
|
-9,812
|
-2%
|
|
|
10
|
Xponance
Philadelphia,
Pennsylvania
|
$13.1M
|
+$6.16M
|
+165,140
|
+96%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$10.2M
|
+$526K
|
+14,084
|
+5%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$10.1M
|
+$3.25M
|
+87,139
|
+47%
|
|
|
13
|
Cornerstone Capital
Palo Alto,
California
|
$10.1M
|
-$117K
|
-3,130
|
-1%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$9.45M
|
+$9.44M
|
+253,000
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.94M
|
+$625K
|
+16,746
|
+8%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.83M
|
+$94K
|
+2,519
|
+1%
|
|
|
17
|
|
$8.71M
|
+$5.59M
|
+149,692
|
+179%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.55M
|
-$5.09M
|
-136,485
|
-37%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.33M
|
+$6.28M
|
+168,157
|
+595%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.33M
|
+$28.7K
|
+768
|
+0.4%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.77M
|
+$1.23M
|
+32,893
|
+22%
|
|
|
22
|
GM Advisory Group
Melville,
New York
|
$6.64M
|
-$45.6K
|
-1,221
|
-0.7%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.48M
|
-$1.37M
|
-36,721
|
-17%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$6.31M
|
-$1.32M
|
-35,383
|
-17%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$6.3M
|
–
|
–
|
–
|
|
