|
1
|
|
$151M
|
-$1.4M
|
-31,220
|
-0.9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
-$3.26M
|
-72,764
|
-3%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$90.2M
|
+$725K
|
+16,158
|
+0.8%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$76.2M
|
+$2.51M
|
+56,001
|
+3%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$43.5M
|
-$65.9K
|
-1,469
|
-0.1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$42.8M
|
-$3.94M
|
-87,816
|
-8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$41M
|
-$1.29M
|
-28,794
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$25.9M
|
-$348K
|
-7,755
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$24M
|
-$1.24M
|
-27,696
|
-5%
|
|
|
10
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$20M
|
–
|
–
|
–
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$19.9M
|
+$17.3M
|
+386,292
|
+555%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$16.4M
|
+$7.49K
|
+167
|
+0%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$16.3M
|
+$579K
|
+12,920
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
+$1.56M
|
+34,677
|
+11%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
+$1.11M
|
+24,700
|
+7%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.5M
|
+$92.6K
|
+2,066
|
+0.9%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$10.1M
|
+$7.57M
|
+168,888
|
+269%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.44M
|
-$396K
|
-8,835
|
-4%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.27M
|
+$430K
|
+9,590
|
+5%
|
|
|
20
|
Cornerstone Capital
Palo Alto,
California
|
$9.09M
|
-$14.3K
|
-320
|
-0.2%
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
$9.06M
|
+$355K
|
+7,910
|
+4%
|
|
|
22
|
Roosevelt Investment Group
New York
|
$8.66M
|
-$22.8K
|
-509
|
-0.3%
|
|
|
23
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.38M
|
-$126K
|
-2,808
|
-1%
|
|
|
24
|
|
$7.14M
|
+$4.67M
|
+104,134
|
+175%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.9M
|
+$862K
|
+19,216
|
+14%
|
|
