|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$116M
|
+$5.67M
|
+187,849
|
+5%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$81.5M
|
+$34.6M
|
+1,147,018
|
+71%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$75.7M
|
-$9.04M
|
-299,482
|
-10%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$62.3M
|
+$1.62M
|
+53,734
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$60.1M
|
-$17.7M
|
-586,584
|
-22%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$56.1M
|
-$700K
|
-23,191
|
-1%
|
|
|
7
|
|
$54.4M
|
-$45.5M
|
-1,505,858
|
-45%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$50.1M
|
-$10.5M
|
-348,399
|
-17%
|
|
|
9
|
MCF Advisors
Covington,
Kentucky
|
$45.8M
|
-$4.95M
|
-164,092
|
-10%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$45.5M
|
-$6.47M
|
-214,329
|
-12%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$43.6M
|
+$6.68M
|
+221,363
|
+18%
|
|
|
12
|
|
$35.9M
|
+$36.6M
|
+1,213,751
|
+16,496%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.6M
|
+$8.26M
|
+273,714
|
+43%
|
|
|
14
|
Penobscot Investment Management
Boston,
Massachusetts
|
$24.7M
|
-$2.55M
|
-84,326
|
-9%
|
|
|
15
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$24.5M
|
+$166K
|
+5,510
|
+0.7%
|
|
|
16
|
Cantor Fitzgerald Investment Advisors
New York
|
$23.4M
|
+$11.7M
|
+388,729
|
+95%
|
|
|
17
|
IndexIQ Advisors
New York
|
$22.2M
|
+$2.33M
|
+77,125
|
+11%
|
|
|
18
|
|
$21.7M
|
-$585K
|
-19,387
|
-3%
|
|
|
19
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$19.2M
|
+$2.72M
|
+90,066
|
+16%
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$18.8M
|
-$104K
|
-3,431
|
-0.5%
|
|
|
21
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$18.7M
|
+$1.39M
|
+46,100
|
+8%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.4M
|
-$6.05M
|
-200,413
|
-24%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
-$3.12M
|
-103,355
|
-14%
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$15.9M
|
-$2.93M
|
-97,139
|
-15%
|
|
|
25
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$15.6M
|
-$1.58M
|
-52,265
|
-9%
|
|
