|
1
|
|
$150M
|
+$15.5M
|
+360,401
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
+$5.81M
|
+135,167
|
+6%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$89.8M
|
+$5.78M
|
+134,399
|
+7%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$76.3M
|
-$89.1K
|
-2,071
|
-0.1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$44.6M
|
+$1.19M
|
+27,715
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$43.1M
|
+$4.69M
|
+109,008
|
+13%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$42.4M
|
-$358K
|
-8,316
|
-0.9%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.5M
|
-$1.92M
|
-44,564
|
-5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$24.1M
|
-$11M
|
-255,814
|
-32%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$23.2M
|
+$4.59M
|
+106,594
|
+26%
|
|
|
11
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$20.3M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
+$7.96M
|
+184,937
|
+89%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$17M
|
-$2.64M
|
-61,324
|
-14%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$14.8M
|
-$734K
|
-17,055
|
-5%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.6M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
-$596K
|
-13,846
|
-5%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.6M
|
+$324K
|
+7,533
|
+3%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.2M
|
+$9.88M
|
+229,695
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.34M
|
-$467K
|
-10,857
|
-5%
|
|
|
20
|
Cornerstone Capital
Palo Alto,
California
|
$9.26M
|
+$289K
|
+6,710
|
+3%
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$8.68M
|
-$68.3K
|
-1,587
|
-0.8%
|
|
|
22
|
Roosevelt Investment Group
New York
|
$8.56M
|
+$502K
|
+11,660
|
+6%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.46M
|
-$651K
|
-15,130
|
-7%
|
|
|
24
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.45M
|
+$155K
|
+3,609
|
+2%
|
|
|
25
|
20/20 Capital Management
Costa Mesa,
California
|
$6.75M
|
+$3.3M
|
+76,812
|
+102%
|
|
