|
1
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
-$27.8M
|
-608,086
|
-11%
|
|
|
2
|
|
$120M
|
-$6.46M
|
-141,161
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$72.6M
|
-$3.69M
|
-80,639
|
-5%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$67.2M
|
+$11.9M
|
+260,525
|
+20%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$65.4M
|
+$20.6M
|
+449,904
|
+42%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$62.4M
|
-$17.4M
|
-380,330
|
-21%
|
|
|
7
|
Accredited Investors
Edina,
Minnesota
|
$17.5M
|
-$388K
|
-8,480
|
-2%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.1M
|
+$928K
|
+20,286
|
+5%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$16.8M
|
+$14.6M
|
+318,320
|
+437%
|
|
|
10
|
Cornerstone Capital
Palo Alto,
California
|
$16.4M
|
+$30.5K
|
+666
|
+0.2%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$15.1M
|
+$15.8M
|
+345,463
|
+5,633%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8M
|
+$849K
|
+18,554
|
+6%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14M
|
-$2.68M
|
-58,622
|
-15%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$13.7M
|
-$167K
|
-3,652
|
-1%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$13.5M
|
+$345K
|
+7,532
|
+2%
|
|
|
16
|
JGP Wealth Management
Bend,
Oregon
|
$11.9M
|
+$12.7M
|
+278,248
|
New
|
|
|
17
|
|
$11.4M
|
+$11.7M
|
+256,673
|
+3,121%
|
|
|
18
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.8M
|
–
|
–
|
–
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$10.3M
|
–
|
–
|
–
|
|
|
20
|
Linscomb Wealth
Houston,
Texas
|
$9.37M
|
-$117K
|
-2,556
|
-1%
|
|
|
21
|
GM Advisory Group
Melville,
New York
|
$8.91M
|
-$102K
|
-2,222
|
-1%
|
|
|
22
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$8.69M
|
+$107K
|
+2,350
|
+1%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.62M
|
-$5.55M
|
-121,398
|
-41%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.02M
|
-$13.8M
|
-301,225
|
-65%
|
|
|
25
|
|
$6.3M
|
+$197K
|
+4,300
|
+3%
|
|
