|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$119M
|
-$1.34M
|
-44,324
|
-1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$98.2M
|
+$35.6M
|
+1,179,600
|
+58%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$86.9M
|
+$2.36M
|
+78,332
|
+3%
|
|
|
4
|
Alesco Advisors
Pittsford,
New York
|
$70.9M
|
+$25.5M
|
+843,793
|
+57%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$66.9M
|
-$11.5M
|
-382,322
|
-15%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$60M
|
-$4.56M
|
-151,134
|
-7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$57.4M
|
+$10.1M
|
+334,152
|
+22%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$57M
|
-$1.1M
|
-36,598
|
-2%
|
|
|
9
|
MCF Advisors
Covington,
Kentucky
|
$56.2M
|
+$8.67M
|
+287,202
|
+18%
|
|
|
10
|
|
$55.5M
|
-$804K
|
-26,642
|
-1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$51.3M
|
-$632K
|
-20,927
|
-1%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$43.8M
|
+$43.4M
|
+1,438,618
|
New
|
|
|
13
|
|
$33.3M
|
-$3.92M
|
-129,992
|
-11%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$26.2M
|
+$6.24M
|
+206,862
|
+32%
|
|
|
15
|
Astor Investment Management
Chicago,
Illinois
|
$22M
|
+$21.8M
|
+722,576
|
New
|
|
|
16
|
|
$22M
|
-$514K
|
-17,021
|
-2%
|
|
|
17
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$20M
|
+$536K
|
+17,750
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
-$596K
|
-19,733
|
-3%
|
|
|
19
|
Cantor Fitzgerald Investment Advisors
New York
|
$17.2M
|
-$7M
|
-231,933
|
-29%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.1M
|
-$2.92M
|
-96,888
|
-15%
|
|
|
21
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$15.6M
|
-$3.82M
|
-126,519
|
-20%
|
|
|
22
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$15.1M
|
-$1.07M
|
-35,525
|
-7%
|
|
|
23
|
Capital One Financial
Mclean,
Virginia
|
$15M
|
+$6.51M
|
+215,630
|
+78%
|
|
|
24
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$14.8M
|
+$385K
|
+12,739
|
+3%
|
|
|
25
|
WESCAP Management Group
Glendale,
California
|
$14.7M
|
+$2.8M
|
+92,828
|
+24%
|
|
