|
1
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
-$37.9M
|
-934,713
|
-21%
|
|
|
2
|
|
$88.5M
|
-$6.3M
|
-155,575
|
-5%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$81.9M
|
+$8.73M
|
+215,507
|
+9%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$74.6M
|
+$82.8M
|
+2,044,855
|
+767%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$62.6M
|
+$1.59M
|
+39,237
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$58.4M
|
-$14.4M
|
-356,291
|
-16%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$39.5M
|
-$18.3M
|
-452,207
|
-27%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.1M
|
+$19.7M
|
+487,444
|
+138%
|
|
|
9
|
Freestone Capital Holdings
Seattle,
Washington
|
$19M
|
+$7.31M
|
+180,548
|
+44%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$16.3M
|
-$8.29M
|
-204,585
|
-31%
|
|
|
11
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$14.8M
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$14.7M
|
+$4.9M
|
+120,962
|
+36%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.6M
|
–
|
–
|
–
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$13.1M
|
+$16.5M
|
+406,600
|
New
|
|
|
15
|
NorthRock Partners
Minneapolis,
Minnesota
|
$13.1M
|
+$15.3M
|
+378,691
|
+2,219%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.9M
|
-$124K
|
-3,050
|
-0.8%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.3M
|
-$400K
|
-9,871
|
-3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$11.2M
|
-$577K
|
-14,252
|
-4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$3.43M
|
+84,545
|
+34%
|
|
|
20
|
Accredited Investors
Edina,
Minnesota
|
$8.83M
|
-$1.31M
|
-32,222
|
-11%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.39M
|
-$6.33M
|
-156,117
|
-38%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.28M
|
+$2.64M
|
+65,117
|
+34%
|
|
|
23
|
Linscomb Wealth
Houston,
Texas
|
$8.26M
|
+$615K
|
+15,171
|
+6%
|
|
|
24
|
Cornerstone Capital
Palo Alto,
California
|
$7.67M
|
-$4.27M
|
-105,509
|
-31%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.25M
|
+$1.01M
|
+24,971
|
+12%
|
|
