|
1
|
Bank of America
Charlotte,
North Carolina
|
$256M
|
+$7.79M
|
+162,860
|
+3%
|
|
|
2
|
|
$141M
|
+$6.99M
|
+146,164
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$87.8M
|
-$2.79M
|
-58,327
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$84.8M
|
+$475K
|
+9,937
|
+0.6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$62.5M
|
+$3.82M
|
+79,961
|
+7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$51.5M
|
+$1.6M
|
+33,407
|
+3%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.2M
|
+$15.5M
|
+324,866
|
+232%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$19.9M
|
-$3.02M
|
-63,204
|
-13%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18.4M
|
+$2.31M
|
+48,416
|
+14%
|
|
|
10
|
Cornerstone Capital
Palo Alto,
California
|
$18.3M
|
+$591K
|
+12,360
|
+3%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.1M
|
+$6.8M
|
+142,146
|
+60%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
+$2.18M
|
+45,634
|
+16%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$15.5M
|
+$642K
|
+13,418
|
+4%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$14.7M
|
-$5.94M
|
-124,236
|
-29%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.3M
|
+$1.84M
|
+38,502
|
+15%
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$13.9M
|
–
|
–
|
–
|
|
|
17
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$12.1M
|
–
|
–
|
–
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$10.6M
|
+$82.9K
|
+1,734
|
+0.8%
|
|
|
19
|
GM Advisory Group
Melville,
New York
|
$10M
|
-$391K
|
-8,169
|
-4%
|
|
|
20
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$9.59M
|
+$3.19M
|
+66,775
|
+50%
|
|
|
21
|
Xponance
Philadelphia,
Pennsylvania
|
$9.12M
|
+$236K
|
+4,936
|
+3%
|
|
|
22
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$7.38M
|
+$115K
|
+2,399
|
+2%
|
|
|
23
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$6.96M
|
-$61K
|
-1,276
|
-0.9%
|
|
|
24
|
|
$6.82M
|
–
|
–
|
–
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.75M
|
-$133K
|
-2,782
|
-2%
|
|
