|
1
|
Bank of America
Charlotte,
North Carolina
|
$235M
|
+$4.65M
|
+106,377
|
+2%
|
|
|
2
|
|
$127M
|
-$1.5M
|
-34,335
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$85.9M
|
-$11.4M
|
-261,181
|
-12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$80M
|
+$812K
|
+18,578
|
+1%
|
|
|
5
|
Fusion Family Wealth
Woodbury,
New York
|
$68M
|
+$588K
|
+13,446
|
+10%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$55.6M
|
+$5.3M
|
+121,187
|
+11%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$47.3M
|
+$7.72M
|
+176,610
|
+20%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$21.8M
|
-$1.33M
|
-30,543
|
-6%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$19.6M
|
+$3.32M
|
+76,090
|
+21%
|
|
|
10
|
Cornerstone Capital
Palo Alto,
California
|
$16.8M
|
+$1.44M
|
+33,010
|
+10%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.3M
|
+$609K
|
+13,929
|
+4%
|
|
|
12
|
Pension Partners
New York
|
$14.9M
|
+$14.4K
|
+329
|
New
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$14.1M
|
-$16.2K
|
-371
|
-0.1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.8M
|
+$1.32M
|
+30,284
|
+12%
|
|
|
15
|
Huntington National Bank
Columbus,
Ohio
|
$12.2M
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.8M
|
+$1.43M
|
+32,786
|
+14%
|
|
|
17
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$11.5M
|
–
|
–
|
–
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.7M
|
+$1.79M
|
+40,863
|
+21%
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$9.95M
|
+$910K
|
+20,815
|
+10%
|
|
|
20
|
GM Advisory Group
Melville,
New York
|
$9.89M
|
+$269K
|
+6,157
|
+3%
|
|
|
21
|
Xponance
Philadelphia,
Pennsylvania
|
$9.31M
|
+$135K
|
+3,083
|
+2%
|
|
|
22
|
Private Vista
Chicago,
Illinois
|
$7.03M
|
-$1.85M
|
-42,297
|
-21%
|
|
|
23
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$6.89M
|
-$114K
|
-2,601
|
-2%
|
|
|
24
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$6.65M
|
+$2.24M
|
+51,318
|
+54%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.53M
|
+$6.29M
|
+143,888
|
New
|
|
