|
1
|
Bank of America
Charlotte,
North Carolina
|
$38M
|
+$3.83M
|
+125,106
|
+11%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$34.1M
|
-$216K
|
-7,068
|
-0.6%
|
|
|
3
|
|
$33.9M
|
+$2.87M
|
+93,853
|
+9%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$30.3M
|
+$2.66M
|
+86,966
|
+10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$29.2M
|
+$2.1M
|
+68,558
|
+8%
|
|
|
6
|
Auto-Owners Insurance
Lansing,
Michigan
|
$25.6M
|
+$9.79M
|
+320,000
|
+64%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$24.5M
|
-$180K
|
-5,874
|
-0.7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$22.9M
|
+$3.26M
|
+106,572
|
+17%
|
|
|
9
|
Cresset Asset Management
Chicago,
Illinois
|
$16.4M
|
+$45.4K
|
+1,485
|
+0.3%
|
|
|
10
|
Trek Financial
Scottsdale,
Arizona
|
$12.3M
|
+$1.46M
|
+47,788
|
+14%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$10.4M
|
+$1.18M
|
+38,599
|
+13%
|
|
|
12
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$10.1M
|
+$2.46M
|
+80,535
|
+33%
|
|
|
13
|
Beta Wealth Group
San Diego,
California
|
$9.7M
|
-$303K
|
-9,891
|
-3%
|
|
|
14
|
Bank of New York Mellon
New York
|
$9.45M
|
+$1.3M
|
+42,339
|
+16%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$8.81M
|
-$29.8M
|
-973,256
|
-77%
|
|
|
16
|
|
$8.64M
|
+$3.48M
|
+113,873
|
+70%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$8.41M
|
+$3.98M
|
+130,004
|
+93%
|
|
|
18
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$8.35M
|
–
|
–
|
–
|
|
|
19
|
Revisor Wealth Management
Akron,
Ohio
|
$8.02M
|
-$359K
|
-11,738
|
-5%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$7.91M
|
+$134K
|
+4,366
|
+2%
|
|
|
21
|
|
$7.79M
|
-$7.55M
|
-246,784
|
-50%
|
|
|
22
|
Securian Asset Management
St Paul,
Minnesota
|
$7.79M
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.61M
|
+$113K
|
+3,704
|
+2%
|
|
|
24
|
Argent Advisors
Monroe,
Louisiana
|
$7.28M
|
-$459K
|
-14,994
|
-6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.22M
|
-$1.29M
|
-42,072
|
-15%
|
|
