|
1
|
|
$175M
|
+$25.9M
|
+593,732
|
+17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
-$3.5M
|
-80,337
|
-3%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$92.9M
|
+$3.3M
|
+75,799
|
+4%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$75.4M
|
-$248K
|
-5,696
|
-0.3%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$42.6M
|
-$557K
|
-12,782
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$40.5M
|
-$229K
|
-5,254
|
-0.6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$40.3M
|
-$2.2M
|
-50,554
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$28.4M
|
+$2.72M
|
+62,544
|
+11%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$25.6M
|
+$1.64M
|
+37,623
|
+7%
|
|
|
10
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$19.8M
|
–
|
–
|
–
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.7M
|
+$18.8M
|
+431,534
|
New
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$17.4M
|
+$1.17M
|
+26,821
|
+7%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$16.5M
|
+$154K
|
+3,546
|
+0.9%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.3M
|
+$10.2M
|
+234,269
|
+166%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$401K
|
+9,201
|
+3%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$13.5M
|
-$6.32M
|
-145,220
|
-32%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
-$2.25M
|
-51,569
|
-14%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.92M
|
-$532K
|
-12,214
|
-5%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.91M
|
+$713K
|
+16,377
|
+8%
|
|
|
20
|
Roosevelt Investment Group
New York
|
$9.81M
|
+$1.21M
|
+27,830
|
+14%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.48M
|
+$104K
|
+2,381
|
+1%
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$9.36M
|
+$372K
|
+8,543
|
+4%
|
|
|
23
|
Cornerstone Capital
Palo Alto,
California
|
$9.35M
|
+$325K
|
+7,468
|
+4%
|
|
|
24
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.44M
|
+$114K
|
+2,611
|
+1%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.56M
|
-$291K
|
-6,678
|
-4%
|
|
