|
1
|
Bank of America
Charlotte,
North Carolina
|
$201M
|
+$4.29M
|
+104,570
|
+2%
|
|
|
2
|
|
$118M
|
+$7.91M
|
+193,093
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$71.1M
|
+$9.84M
|
+240,208
|
+16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$70.4M
|
+$2.09M
|
+50,982
|
+3%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$44M
|
+$7.25M
|
+176,857
|
+20%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$29.7M
|
+$5.23M
|
+127,682
|
+21%
|
|
|
7
|
Accredited Investors
Edina,
Minnesota
|
$22.5M
|
-$4.23M
|
-103,126
|
-16%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$18.1M
|
+$116K
|
+2,838
|
+0.6%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.7M
|
+$3.27M
|
+79,777
|
+31%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$13M
|
+$1.47M
|
+35,832
|
+13%
|
|
|
11
|
Cornerstone Capital
Palo Alto,
California
|
$12.8M
|
+$638K
|
+15,557
|
+5%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11M
|
+$1.24M
|
+30,326
|
+13%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
+$1.77M
|
+43,173
|
+20%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.4M
|
–
|
–
|
–
|
|
|
15
|
Private Vista
Chicago,
Illinois
|
$9.99M
|
-$3.12M
|
-76,065
|
-25%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.44M
|
+$152K
|
+3,702
|
+2%
|
|
|
17
|
GM Advisory Group
Melville,
New York
|
$8.56M
|
+$432K
|
+10,535
|
+5%
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$8.27M
|
+$92.4K
|
+2,254
|
+1%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.98M
|
-$68.9K
|
-1,682
|
-0.9%
|
|
|
20
|
|
$7.68M
|
+$7.68M
|
+187,337
|
New
|
|
|
21
|
Huntington National Bank
Columbus,
Ohio
|
$7.21M
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.43M
|
+$597K
|
+14,575
|
+12%
|
|
|
23
|
Fusion Family Wealth
Woodbury,
New York
|
$5.39M
|
+$103K
|
+2,513
|
+2%
|
|
|
24
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$5.18M
|
-$233K
|
-5,690
|
-4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.11M
|
+$443K
|
+10,799
|
+9%
|
|
