|
1
|
Bank of America
Charlotte,
North Carolina
|
$205M
|
+$8.91K
|
+205
|
+0%
|
|
|
2
|
|
$133M
|
+$9M
|
+207,164
|
+8%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$106M
|
+$8.69M
|
+199,932
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$99.2M
|
+$1.41M
|
+32,494
|
+2%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$87.1M
|
+$3.69M
|
+84,977
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$76.7M
|
+$1.52M
|
+35,024
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$29.8M
|
-$6.98M
|
-160,707
|
-20%
|
|
|
8
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$21M
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.1M
|
+$3.4M
|
+78,196
|
+23%
|
|
|
10
|
Freestone Capital Holdings
Seattle,
Washington
|
$18.8M
|
+$8.38M
|
+192,830
|
+89%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.1M
|
+$2.83M
|
+65,115
|
+21%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.6M
|
+$766K
|
+17,620
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$1.55M
|
+35,786
|
+11%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.1M
|
+$34.5K
|
+795
|
+0.2%
|
|
|
15
|
Cornerstone Capital
Palo Alto,
California
|
$15.7M
|
-$174K
|
-3,997
|
-1%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$15.5M
|
+$11M
|
+252,987
|
+296%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$15.4M
|
+$331K
|
+7,617
|
+2%
|
|
|
18
|
NorthRock Partners
Minneapolis,
Minnesota
|
$14.7M
|
-$3.38M
|
-77,785
|
-82%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.6M
|
–
|
–
|
–
|
|
|
20
|
Accredited Investors
Edina,
Minnesota
|
$14M
|
-$364K
|
-8,375
|
-3%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$12.2M
|
+$110K
|
+2,527
|
+1%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.3M
|
+$1.2M
|
+27,580
|
+13%
|
|
|
23
|
Linscomb Wealth
Houston,
Texas
|
$11M
|
+$449K
|
+10,336
|
+4%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.1M
|
+$681K
|
+15,675
|
+8%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.15M
|
+$499K
|
+11,491
|
+6%
|
|
