|
1
|
Bank of America
Charlotte,
North Carolina
|
$92.2M
|
-$9.84M
|
-262,755
|
-9%
|
|
|
2
|
|
$86.7M
|
-$2.48M
|
-66,327
|
-3%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$82.2M
|
-$11M
|
-293,602
|
-11%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$79.1M
|
+$14.1M
|
+375,405
|
+20%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$36.3M
|
-$11.5M
|
-305,915
|
-23%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$34.8M
|
-$4.22M
|
-112,602
|
-10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$31.6M
|
+$16.5M
|
+440,121
|
+97%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$31.4M
|
-$1.79M
|
-47,742
|
-5%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.5M
|
-$1.32M
|
-35,357
|
-4%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$16.6M
|
+$1.14M
|
+30,356
|
+7%
|
|
|
11
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$16.1M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
+$8.08M
|
+215,642
|
+101%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.6M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$1.6M
|
+42,769
|
+12%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$12.2M
|
-$579K
|
-15,460
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
-$405K
|
-10,815
|
-3%
|
|
|
17
|
NorthRock Partners
Minneapolis,
Minnesota
|
$9.98M
|
+$8.99M
|
+240,156
|
+1,486%
|
|
|
18
|
|
$9.66M
|
-$4.85M
|
-129,441
|
-32%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.52M
|
+$781K
|
+20,858
|
+8%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.19M
|
-$3.75M
|
-100,016
|
-30%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.61M
|
-$192K
|
-5,124
|
-2%
|
|
|
22
|
Cornerstone Capital
Palo Alto,
California
|
$7.36M
|
-$189K
|
-5,058
|
-2%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.23M
|
-$257K
|
-6,860
|
-3%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$6.63M
|
+$377K
|
+10,064
|
+6%
|
|
|
25
|
Larson Financial Group
St Louis,
Missouri
|
$6.31M
|
-$319K
|
-8,529
|
-5%
|
|
