|
1
|
Bank of America
Charlotte,
North Carolina
|
$210M
|
-$6.08M
|
-138,817
|
-3%
|
|
|
2
|
|
$135M
|
+$2.66M
|
+60,806
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$93.9M
|
+$666K
|
+15,216
|
+0.7%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$87.7M
|
+$2.7M
|
+61,607
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$81.5M
|
-$2.45M
|
-56,082
|
-3%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$75.5M
|
+$3.82M
|
+87,368
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$54.9M
|
+$6.42M
|
+146,608
|
+13%
|
|
|
8
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$20.5M
|
+$8.97M
|
+205,000
|
+81%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.2M
|
-$808K
|
-18,463
|
-5%
|
|
|
10
|
Cornerstone Capital
Palo Alto,
California
|
$15.8M
|
-$155K
|
-3,550
|
-1%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$14.9M
|
-$329K
|
-7,525
|
-2%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.6M
|
–
|
–
|
–
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.4M
|
+$1.8M
|
+41,047
|
+15%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$756K
|
+17,266
|
+6%
|
|
|
15
|
Accredited Investors
Edina,
Minnesota
|
$14.2M
|
-$1.34M
|
-30,624
|
-9%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
+$666K
|
+15,209
|
+5%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$13.2M
|
+$1.76M
|
+40,278
|
+16%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.5M
|
+$843K
|
+19,267
|
+7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
+$1.22M
|
+27,826
|
+12%
|
|
|
20
|
Aspiriant LLC
Los Angeles,
California
|
$11.7M
|
-$1.62M
|
-37,076
|
-12%
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$9.91M
|
+$75.3K
|
+1,720
|
+0.8%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.24M
|
+$501K
|
+11,440
|
+6%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.63M
|
-$9.24K
|
-211
|
-0.1%
|
|
|
24
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$7.71M
|
-$53.6K
|
-1,225
|
-0.7%
|
|
|
25
|
GM Advisory Group
Melville,
New York
|
$7.71M
|
+$37.9K
|
+866
|
+0.5%
|
|
