|
1
|
Bank of America
Charlotte,
North Carolina
|
$196M
|
+$41.4M
|
+1,038,180
|
+28%
|
|
|
2
|
|
$109M
|
+$10.7M
|
+268,874
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$68.1M
|
+$1.76M
|
+44,223
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$61.1M
|
+$6.1M
|
+152,997
|
+11%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$36.6M
|
+$4.8M
|
+120,393
|
+16%
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$26.6M
|
+$17.9K
|
+448
|
+0.1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$24.4M
|
+$4.26M
|
+106,865
|
+22%
|
|
|
8
|
Xponance
Philadelphia,
Pennsylvania
|
$18M
|
+$4.08M
|
+102,316
|
+30%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$18M
|
+$653K
|
+16,377
|
+4%
|
|
|
10
|
Private Vista
Chicago,
Illinois
|
$12.7M
|
-$4.9M
|
-123,052
|
-28%
|
|
|
11
|
Cornerstone Capital
Palo Alto,
California
|
$12.2M
|
+$1.12M
|
+28,130
|
+10%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$11.5M
|
+$373K
|
+9,364
|
+3%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
+$2.29M
|
+57,457
|
+29%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.3M
|
–
|
–
|
–
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.69M
|
+$1.63M
|
+40,810
|
+21%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.25M
|
+$1.8M
|
+45,252
|
+25%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.94M
|
-$810K
|
-20,335
|
-8%
|
|
|
18
|
New York State Common Retirement Fund
Albany,
New York
|
$8.39M
|
+$8.18M
|
+205,331
|
New
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$8.15M
|
+$1.21M
|
+30,462
|
+18%
|
|
|
20
|
GM Advisory Group
Melville,
New York
|
$8.1M
|
+$820K
|
+20,588
|
+12%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.02M
|
-$1.31M
|
-32,817
|
-14%
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$7.74M
|
–
|
–
|
–
|
|
|
23
|
Nomura Asset Management
Tokyo,
Japan
|
$6.69M
|
+$5.13M
|
+128,700
|
+368%
|
|
|
24
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$5.4M
|
-$249K
|
-6,254
|
-5%
|
|
|
25
|
Fusion Family Wealth
Woodbury,
New York
|
$5.27M
|
-$59.9K
|
-1,502
|
-1%
|
|
