|
1
|
|
$166M
|
-$1.45M
|
-35,656
|
-0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$154M
|
+$5.95M
|
+146,078
|
+4%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$79M
|
-$235K
|
-5,778
|
-0.3%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$74.4M
|
-$215K
|
-5,281
|
-0.3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$46.4M
|
+$12.6M
|
+309,170
|
+33%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$37.6M
|
+$2.19M
|
+53,814
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$35.1M
|
+$242K
|
+5,943
|
+0.6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$33.9M
|
-$186K
|
-4,563
|
-0.5%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$33.1M
|
+$26.9M
|
+661,471
|
+284%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$28.2M
|
-$12.5M
|
-306,398
|
-29%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.9M
|
+$2.95M
|
+72,489
|
+14%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$19.6M
|
-$2.21M
|
-54,343
|
-9%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
+$929K
|
+22,823
|
+5%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$17M
|
–
|
–
|
–
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$16.4M
|
+$574K
|
+14,098
|
+3%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
+$360K
|
+8,847
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
+$977K
|
+24,009
|
+7%
|
|
|
18
|
|
$12M
|
-$14.7M
|
-360,037
|
-53%
|
|
|
19
|
|
$11.5M
|
+$6.75M
|
+165,883
|
+114%
|
|
|
20
|
Flow Traders U.S.
New York
|
$11.4M
|
+$12.5M
|
+306,936
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.75M
|
+$340K
|
+8,350
|
+3%
|
|
|
22
|
Venturi Wealth Management
Austin,
Texas
|
$9.62M
|
+$10.6M
|
+259,662
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.29M
|
+$586K
|
+14,387
|
+6%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$8.86M
|
+$373K
|
+9,169
|
+4%
|
|
|
25
|
Cornerstone Capital
Palo Alto,
California
|
$7.76M
|
-$76.3K
|
-1,875
|
-0.9%
|
|
