|
1
|
Bank of America
Charlotte,
North Carolina
|
$209M
|
+$1.61M
|
+37,095
|
+0.8%
|
|
|
2
|
|
$107M
|
-$15.2M
|
-348,279
|
-12%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$78.9M
|
+$5.88M
|
+135,211
|
+9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$74.7M
|
+$755K
|
+17,354
|
+1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$72.9M
|
+$4.38M
|
+100,743
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$65M
|
+$1.48M
|
+34,032
|
+2%
|
|
|
7
|
Accredited Investors
Edina,
Minnesota
|
$17.8M
|
-$60.3K
|
-1,387
|
-0.3%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.5M
|
+$35.6K
|
+818
|
+0.2%
|
|
|
9
|
Cornerstone Capital
Palo Alto,
California
|
$16.8M
|
+$117K
|
+2,690
|
+0.7%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$15.5M
|
+$1.7M
|
+39,007
|
+12%
|
|
|
11
|
|
$12.8M
|
+$1.2M
|
+27,575
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
-$2.7M
|
-62,053
|
-18%
|
|
|
13
|
JGP Wealth Management
Bend,
Oregon
|
$12.4M
|
+$222K
|
+5,110
|
+2%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$11.9M
|
-$2.13M
|
-48,987
|
-15%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.6M
|
-$2.7M
|
-62,046
|
-19%
|
|
|
16
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$11M
|
–
|
–
|
–
|
|
|
17
|
Linscomb Wealth
Houston,
Texas
|
$9.76M
|
+$217K
|
+4,995
|
+2%
|
|
|
18
|
GM Advisory Group
Melville,
New York
|
$9.08M
|
+$5.09K
|
+117
|
+0.1%
|
|
|
19
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$8.72M
|
-$136K
|
-3,125
|
-2%
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$8.52M
|
–
|
–
|
–
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.95M
|
+$183K
|
+4,206
|
+2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.87M
|
+$712K
|
+16,354
|
+10%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.11M
|
+$7.08M
|
+162,688
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.27M
|
+$611K
|
+14,038
|
+11%
|
|
|
25
|
Menlo Advisors
Menlo Park,
California
|
$5.73M
|
+$2.45M
|
+56,385
|
+75%
|
|
