|
1
|
Bank of America
Charlotte,
North Carolina
|
$52.7M
|
+$10.6M
|
+315,129
|
+26%
|
|
|
2
|
|
$39.6M
|
+$2.18M
|
+64,584
|
+6%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$37.2M
|
+$3.67M
|
+108,515
|
+11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$36.3M
|
+$3.96M
|
+117,063
|
+12%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$36.2M
|
-$1.42M
|
-41,932
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$35.8M
|
+$10.4M
|
+308,511
|
+42%
|
|
|
7
|
Auto-Owners Insurance
Lansing,
Michigan
|
$28.2M
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$18.5M
|
-$8.46M
|
-250,308
|
-32%
|
|
|
9
|
Cresset Asset Management
Chicago,
Illinois
|
$18.2M
|
+$73.5K
|
+2,175
|
+0.4%
|
|
|
10
|
Trek Financial
Scottsdale,
Arizona
|
$12.3M
|
-$1.32M
|
-39,047
|
-10%
|
|
|
11
|
Bank of New York Mellon
New York
|
$12M
|
+$1.54M
|
+45,576
|
+15%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$2.41M
|
+71,226
|
+29%
|
|
|
13
|
|
$10.6M
|
+$2M
|
+59,326
|
+24%
|
|
|
14
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$9.36M
|
-$2.1M
|
-62,192
|
-19%
|
|
|
15
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$9.21M
|
–
|
–
|
–
|
|
|
16
|
Prentice Wealth Management
Rochester,
New York
|
$8.8M
|
+$8.65M
|
+255,920
|
New
|
|
|
17
|
Securian Asset Management
St Paul,
Minnesota
|
$8.6M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.46M
|
+$481K
|
+14,247
|
+6%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$8.41M
|
-$312K
|
-9,224
|
-4%
|
|
|
20
|
|
$8.21M
|
-$1.12M
|
-33,131
|
-12%
|
|
|
21
|
Argent Advisors
Monroe,
Louisiana
|
$8.1M
|
+$67.3K
|
+1,992
|
+0.9%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$7.98M
|
+$6.66M
|
+197,033
|
+564%
|
|
|
23
|
Revisor Wealth Management
Akron,
Ohio
|
$7.67M
|
-$555K
|
-16,433
|
-7%
|
|
|
24
|
Beta Wealth Group
San Diego,
California
|
$7.66M
|
-$2.99M
|
-88,507
|
-28%
|
|
|
25
|
Peregrine Asset Advisers
Portland,
Oregon
|
$7.12M
|
-$98.7K
|
-2,922
|
-1%
|
|
