|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$138M
|
+$1.75M
|
+57,006
|
+1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$103M
|
+$8.79M
|
+286,789
|
+10%
|
|
|
3
|
Alesco Advisors
Pittsford,
New York
|
$93.8M
|
+$4.1M
|
+133,889
|
+5%
|
|
|
4
|
|
$92.1M
|
+$10.4M
|
+341,088
|
+13%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$67.4M
|
+$5.35M
|
+174,516
|
+9%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$61.9M
|
-$529K
|
-17,266
|
-0.8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$44.9M
|
-$514K
|
-16,775
|
-1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$39.1M
|
-$5.52M
|
-180,298
|
-12%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$38.4M
|
+$5.12M
|
+166,999
|
+15%
|
|
|
10
|
|
$28.5M
|
+$4M
|
+130,437
|
+16%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$27.9M
|
+$21.8M
|
+710,845
|
+355%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$26.9M
|
+$1.3M
|
+42,332
|
+5%
|
|
|
13
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$26.6M
|
-$859K
|
-28,026
|
-3%
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$25.7M
|
+$6.54M
|
+213,615
|
+34%
|
|
|
15
|
MCF Advisors
Covington,
Kentucky
|
$24.8M
|
-$13.4M
|
-438,027
|
-35%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$23.7M
|
+$3.61M
|
+117,679
|
+18%
|
|
|
17
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$22.8M
|
+$123K
|
+4,022
|
+0.5%
|
|
|
18
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$19.5M
|
-$27K
|
-882
|
-0.1%
|
|
|
19
|
Capital One Financial
Mclean,
Virginia
|
$18.9M
|
-$1.12M
|
-36,716
|
-6%
|
|
|
20
|
UBP Investment Advisors
Geneva,
Switzerland
|
$18.8M
|
+$801K
|
+26,132
|
+4%
|
|
|
21
|
WESCAP Management Group
Glendale,
California
|
$18.6M
|
-$908K
|
-29,646
|
-5%
|
|
|
22
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$18.5M
|
-$312K
|
-10,200
|
-2%
|
|
|
23
|
Appleton Partners
Boston,
Massachusetts
|
$16.9M
|
+$1.44M
|
+47,050
|
+9%
|
|
|
24
|
SimpliFi Inc
San Diego,
California
|
$16.8M
|
+$16.8M
|
+547,071
|
New
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$16.1M
|
+$7.04M
|
+229,680
|
+78%
|
|
