|
1
|
|
$179M
|
+$19.3M
|
+556,170
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$156M
|
+$22.5M
|
+648,420
|
+17%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$76.6M
|
+$655K
|
+18,868
|
+0.9%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$52.1M
|
-$25.6M
|
-738,860
|
-34%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$51.3M
|
+$370K
|
+10,658
|
+0.7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$47.1M
|
+$7.96M
|
+229,435
|
+21%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$39.4M
|
-$5.87M
|
-169,136
|
-13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$26.4M
|
+$9.68K
|
+279
|
+0%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.3M
|
+$722K
|
+20,808
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.2M
|
+$3.6M
|
+103,855
|
+18%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$22.8M
|
-$7.6M
|
-219,076
|
-25%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$22.1M
|
+$3.79M
|
+109,354
|
+21%
|
|
|
13
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$16.3M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
-$2.01M
|
-57,964
|
-12%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.4M
|
+$3.6M
|
+103,747
|
+32%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.2M
|
-$475K
|
-13,693
|
-4%
|
|
|
17
|
Barings
Charlotte,
North Carolina
|
$12.1M
|
+$11.7M
|
+338,189
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
+$1.5M
|
+43,290
|
+15%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.8M
|
-$1.65M
|
-47,421
|
-14%
|
|
|
20
|
Linscomb Wealth
Houston,
Texas
|
$10.2M
|
+$1.09M
|
+31,329
|
+12%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$9.71M
|
-$3.76M
|
-108,381
|
-28%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.71M
|
+$3.48M
|
+100,402
|
+87%
|
|
|
23
|
|
$7.52M
|
-$13.3M
|
-383,949
|
-65%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7.4M
|
-$64.2K
|
-1,852
|
-0.9%
|
|
|
25
|
Cornerstone Capital
Palo Alto,
California
|
$7.18M
|
-$130K
|
-3,735
|
-2%
|
|
