|
1
|
Bank of America
Charlotte,
North Carolina
|
$195M
|
+$3.43M
|
+83,643
|
+2%
|
|
|
2
|
|
$111M
|
+$12.5M
|
+305,573
|
+12%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$102M
|
+$36.4M
|
+887,798
|
+53%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$84.9M
|
+$16.6M
|
+404,039
|
+24%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$71.5M
|
+$4.61M
|
+112,585
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$68.1M
|
+$8.45M
|
+206,228
|
+14%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$24.6M
|
+$23M
|
+559,956
|
+1,083%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$16.1M
|
-$244K
|
-5,952
|
-1%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.1M
|
+$9.43K
|
+230
|
+0.1%
|
|
|
10
|
Cornerstone Capital
Palo Alto,
California
|
$15M
|
-$436K
|
-10,635
|
-3%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$13.8M
|
-$384K
|
-9,359
|
-3%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.5M
|
+$6.92M
|
+168,862
|
+118%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$10.5M
|
-$405K
|
-9,891
|
-4%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.5M
|
+$3.33M
|
+81,275
|
+45%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
-$1.21M
|
-29,495
|
-10%
|
|
|
16
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.2M
|
–
|
–
|
–
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.41M
|
-$1.26M
|
-30,820
|
-12%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$9.13M
|
+$9.64M
|
+235,111
|
New
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$8.79M
|
–
|
–
|
–
|
|
|
20
|
Linscomb Wealth
Houston,
Texas
|
$8.71M
|
-$269K
|
-6,555
|
-3%
|
|
|
21
|
GM Advisory Group
Melville,
New York
|
$8.41M
|
+$60K
|
+1,465
|
+0.7%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$8.03M
|
+$5.79M
|
+141,332
|
+241%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.59M
|
+$1.09M
|
+26,489
|
+16%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.5M
|
+$5.45M
|
+132,906
|
+246%
|
|
|
25
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$7.27M
|
-$766K
|
-18,700
|
-9%
|
|
