|
1
|
Bank of America
Charlotte,
North Carolina
|
$70.8M
|
+$22.7M
|
+661,660
|
+43%
|
|
|
2
|
|
$47.1M
|
+$10.7M
|
+310,630
|
+27%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$40.2M
|
+$7.05M
|
+205,165
|
+20%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$37.2M
|
+$2.48M
|
+72,142
|
+7%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$34.7M
|
+$823K
|
+23,938
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$33.6M
|
-$458K
|
-13,331
|
-1%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$17.6M
|
+$582K
|
+16,922
|
+3%
|
|
|
8
|
Auto-Owners Insurance
Lansing,
Michigan
|
$16.1M
|
-$11M
|
-320,000
|
-39%
|
|
|
9
|
Bank of New York Mellon
New York
|
$13M
|
+$1.87M
|
+54,359
|
+16%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12M
|
-$5.62M
|
-163,615
|
-30%
|
|
|
11
|
Trek Financial
Scottsdale,
Arizona
|
$12M
|
+$522K
|
+15,190
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
+$270K
|
+7,841
|
+2%
|
|
|
13
|
Proficio Capital Partners
Newton,
Massachusetts
|
$9.53M
|
+$4.85M
|
+141,095
|
+91%
|
|
|
14
|
Prentice Wealth Management
Rochester,
New York
|
$8.64M
|
+$421K
|
+12,238
|
+5%
|
|
|
15
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$8.64M
|
–
|
–
|
–
|
|
|
16
|
Securian Asset Management
St Paul,
Minnesota
|
$8.29M
|
–
|
–
|
–
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$7.94M
|
+$493K
|
+14,337
|
+6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.84M
|
-$94.7K
|
-2,756
|
-1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.83M
|
+$2.54M
|
+73,831
|
+44%
|
|
|
20
|
Argent Advisors
Monroe,
Louisiana
|
$7.62M
|
+$25.8K
|
+751
|
+0.3%
|
|
|
21
|
Beta Wealth Group
San Diego,
California
|
$7.28M
|
+$101K
|
+2,931
|
+1%
|
|
|
22
|
Revisor Wealth Management
Akron,
Ohio
|
$7.09M
|
-$162K
|
-4,725
|
-2%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$7.08M
|
+$1.66M
|
+48,406
|
+28%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$6.83M
|
-$1.12M
|
-32,649
|
-13%
|
|
|
25
|
Peregrine Asset Advisers
Portland,
Oregon
|
$6.4M
|
-$298K
|
-8,669
|
-4%
|
|
