|
1
|
Bank of America
Charlotte,
North Carolina
|
$219M
|
+$8.01M
|
+186,004
|
+4%
|
|
|
2
|
|
$122M
|
-$1.45M
|
-33,710
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$92.7M
|
+$18.9M
|
+437,968
|
+26%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$75M
|
+$440K
|
+10,204
|
+0.6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$47.5M
|
+$1.43M
|
+33,174
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$37.3M
|
+$6.1M
|
+141,644
|
+20%
|
|
|
7
|
Accredited Investors
Edina,
Minnesota
|
$22M
|
-$1.61M
|
-37,290
|
-7%
|
|
|
8
|
Arrow Investment Advisors
Laurel,
Maryland
|
$17.9M
|
+$18M
|
+416,822
|
New
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$15.3M
|
+$1.65M
|
+38,246
|
+12%
|
|
|
10
|
Cornerstone Capital
Palo Alto,
California
|
$14.5M
|
+$998K
|
+23,151
|
+7%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.9M
|
+$2.41M
|
+55,892
|
+21%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$13.4M
|
-$5.66M
|
-131,321
|
-30%
|
|
|
13
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.9M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
-$458K
|
-10,630
|
-4%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.8M
|
-$4.55M
|
-105,570
|
-32%
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$9.5M
|
–
|
–
|
–
|
|
|
17
|
GM Advisory Group
Melville,
New York
|
$9.12M
|
+$136K
|
+3,149
|
+2%
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$8.54M
|
-$139K
|
-3,216
|
-2%
|
|
|
19
|
Private Vista
Chicago,
Illinois
|
$8.49M
|
-$1.57M
|
-36,513
|
-16%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.43M
|
+$65.8K
|
+1,527
|
+0.8%
|
|
|
21
|
Xponance
Philadelphia,
Pennsylvania
|
$7.86M
|
+$7.88M
|
+182,777
|
New
|
|
|
22
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$6.64M
|
+$6.66M
|
+154,461
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.92M
|
+$228K
|
+5,300
|
+4%
|
|
|
24
|
Fusion Family Wealth
Woodbury,
New York
|
$5.87M
|
+$211K
|
+4,889
|
+4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.48M
|
+$123K
|
+2,851
|
+2%
|
|
