|
1
|
Bank of America
Charlotte,
North Carolina
|
$185M
|
-$9.36M
|
-218,792
|
-5%
|
|
|
2
|
|
$111M
|
-$13.9M
|
-325,517
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$88.2M
|
+$1.42M
|
+33,208
|
+2%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$87.8M
|
+$6.82M
|
+159,495
|
+8%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$75.1M
|
+$5.49M
|
+128,357
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$67.8M
|
-$7.88M
|
-184,271
|
-10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$33.6M
|
-$18M
|
-420,720
|
-34%
|
|
|
8
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$18.9M
|
–
|
–
|
–
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.6M
|
–
|
–
|
–
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.5M
|
-$491K
|
-11,474
|
-3%
|
|
|
11
|
Cornerstone Capital
Palo Alto,
California
|
$14.3M
|
-$252K
|
-5,885
|
-2%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.2M
|
+$900K
|
+21,025
|
+7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14M
|
+$1.46M
|
+34,241
|
+11%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$13.6M
|
-$236K
|
-5,505
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$223K
|
+5,214
|
+2%
|
|
|
16
|
Accredited Investors
Edina,
Minnesota
|
$13M
|
-$179K
|
-4,185
|
-1%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.7M
|
+$1.23M
|
+28,780
|
+10%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$12.3M
|
+$73.6K
|
+1,721
|
+0.6%
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
$10.9M
|
+$114K
|
+2,664
|
+1%
|
|
|
20
|
Linscomb Wealth
Houston,
Texas
|
$9.53M
|
+$373K
|
+8,712
|
+4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.03M
|
+$496K
|
+11,600
|
+6%
|
|
|
22
|
Freestone Capital Holdings
Seattle,
Washington
|
$8.97M
|
+$9.29M
|
+217,142
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.46M
|
-$2.46M
|
-57,540
|
-22%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.27M
|
+$304K
|
+7,099
|
+4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.78M
|
+$865K
|
+20,215
|
+12%
|
|
