|
1
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
-$23.8M
|
-676,819
|
-19%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$94.8M
|
+$3.01M
|
+85,492
|
+3%
|
|
|
3
|
|
$91.3M
|
-$7.68M
|
-217,993
|
-8%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$67.5M
|
-$2.55M
|
-72,376
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$48.2M
|
-$16.8M
|
-475,573
|
-26%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$39.8M
|
-$42.7M
|
-1,211,084
|
-52%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$33.9M
|
-$10M
|
-284,517
|
-23%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$29.5M
|
-$834K
|
-23,665
|
-3%
|
|
|
9
|
Freestone Capital Holdings
Seattle,
Washington
|
$21.9M
|
+$538K
|
+15,281
|
+3%
|
|
|
10
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$16.5M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$16.4M
|
+$267K
|
+7,566
|
+2%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$15.9M
|
-$621K
|
-17,630
|
-4%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.6M
|
–
|
–
|
–
|
|
|
14
|
|
$14.6M
|
+$9.53M
|
+270,459
|
+203%
|
|
|
15
|
NorthRock Partners
Minneapolis,
Minnesota
|
$13.6M
|
-$13.4M
|
-379,591
|
-96%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$780K
|
+22,136
|
+6%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$13.1M
|
-$1.57M
|
-44,431
|
-11%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12M
|
-$683K
|
-19,387
|
-6%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
-$706K
|
-20,055
|
-6%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.01M
|
-$4.26M
|
-120,871
|
-33%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.99M
|
-$133K
|
-3,776
|
-2%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$7.93M
|
+$3.59M
|
+101,843
|
+86%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.74M
|
-$1.61M
|
-45,825
|
-18%
|
|
|
24
|
Cornerstone Capital
Palo Alto,
California
|
$7.73M
|
-$841K
|
-23,860
|
-10%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.66M
|
-$1.58M
|
-44,863
|
-17%
|
|
