|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$137M
|
+$9.7M
|
+316,678
|
+8%
|
|
|
2
|
Alesco Advisors
Pittsford,
New York
|
$89.7M
|
+$8.74M
|
+285,248
|
+11%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$89.5M
|
+$4.31M
|
+140,611
|
+5%
|
|
|
4
|
|
$81.7M
|
+$12.4M
|
+405,207
|
+18%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$62.4M
|
+$1.71M
|
+55,863
|
+3%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$62.1M
|
+$1.9M
|
+61,905
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$45.4M
|
-$743K
|
-24,244
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$44.6M
|
-$339K
|
-11,055
|
-0.8%
|
|
|
9
|
MCF Advisors
Covington,
Kentucky
|
$38.3M
|
-$15.2M
|
-495,122
|
-28%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$33.2M
|
+$5.75M
|
+187,791
|
+21%
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$27.5M
|
-$5.66M
|
-184,748
|
-17%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$25.6M
|
+$15.8M
|
+515,561
|
+161%
|
|
|
13
|
|
$24.5M
|
+$2.81M
|
+91,667
|
+13%
|
|
|
14
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$22.6M
|
-$104K
|
-3,409
|
-0.5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$20.1M
|
-$21.6M
|
-704,989
|
-52%
|
|
|
16
|
Capital One Financial
Mclean,
Virginia
|
$20M
|
+$97.7K
|
+3,190
|
+0.5%
|
|
|
17
|
WESCAP Management Group
Glendale,
California
|
$19.5M
|
+$2.28M
|
+74,324
|
+13%
|
|
|
18
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$19.5M
|
-$291K
|
-9,501
|
-1%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$19.2M
|
-$9.99M
|
-326,044
|
-34%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$19.2M
|
+$7.87M
|
+256,690
|
+70%
|
|
|
21
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$18.8M
|
-$1.79M
|
-58,550
|
-9%
|
|
|
22
|
UBP Investment Advisors
Geneva,
Switzerland
|
$17.9M
|
+$361K
|
+11,793
|
+2%
|
|
|
23
|
Appleton Partners
Boston,
Massachusetts
|
$15.5M
|
-$98.4K
|
-3,211
|
-0.6%
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$15.5M
|
-$145K
|
-4,730
|
-0.9%
|
|
|
25
|
Cantor Fitzgerald Investment Advisors
New York
|
$14.7M
|
+$37.8K
|
+1,234
|
+0.3%
|
|
