|
1
|
Bank of America
Charlotte,
North Carolina
|
$212M
|
-$845K
|
-19,550
|
-0.4%
|
|
|
2
|
|
$130M
|
+$8.39M
|
+194,110
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$91.5M
|
+$16.9M
|
+390,491
|
+23%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$83.4M
|
+$5.28M
|
+122,279
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$82.5M
|
-$10.1M
|
-233,230
|
-11%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$70.3M
|
+$59.1M
|
+1,367,967
|
+582%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$47.7M
|
-$63.2M
|
-1,463,468
|
-57%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.7M
|
-$803K
|
-18,579
|
-5%
|
|
|
9
|
Cornerstone Capital
Palo Alto,
California
|
$15.6M
|
-$764K
|
-17,671
|
-5%
|
|
|
10
|
Accredited Investors
Edina,
Minnesota
|
$15.3M
|
-$2.25M
|
-52,083
|
-13%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$15M
|
-$131K
|
-3,025
|
-0.9%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.6M
|
+$13.4M
|
+310,365
|
+3,083%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$8.13M
|
+188,215
|
+164%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$13.1M
|
-$13.5M
|
-313,140
|
-51%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
+$1.48M
|
+34,184
|
+13%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.4M
|
+$892K
|
+20,638
|
+8%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.4M
|
+$1.11M
|
+25,735
|
+11%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$11.2M
|
-$234K
|
-5,416
|
-2%
|
|
|
19
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$11.1M
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.3M
|
+$3.06M
|
+70,728
|
+43%
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$9.66M
|
+$145K
|
+3,355
|
+2%
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$9.16M
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.57M
|
+$373K
|
+8,639
|
+5%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.48M
|
+$182K
|
+4,221
|
+2%
|
|
|
25
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$7.63M
|
-$302K
|
-7,000
|
-4%
|
|
