|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$140M
|
+$1.53M
|
+49,787
|
+1%
|
|
|
2
|
Alesco Advisors
Pittsford,
New York
|
$99.6M
|
+$5.74M
|
+187,221
|
+6%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$97.6M
|
-$713K
|
-23,272
|
-0.7%
|
|
|
4
|
|
$93.8M
|
+$1.59M
|
+51,835
|
+2%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$69.2M
|
+$1.75M
|
+57,130
|
+3%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$63.1M
|
+$1.27M
|
+41,433
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$42M
|
-$2.88M
|
-93,935
|
-6%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$36.9M
|
-$1.49M
|
-48,794
|
-4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$34.1M
|
-$5M
|
-163,241
|
-13%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$31.7M
|
+$5.95M
|
+194,310
|
+23%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$30.7M
|
+$3.71M
|
+121,194
|
+14%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$27.4M
|
+$800K
|
+26,097
|
+3%
|
|
|
13
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$23.9M
|
+$1.16M
|
+38,004
|
+5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$23.1M
|
-$560K
|
-18,279
|
-2%
|
|
|
15
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$20.4M
|
+$911K
|
+29,723
|
+5%
|
|
|
16
|
WESCAP Management Group
Glendale,
California
|
$19.5M
|
+$891K
|
+29,070
|
+5%
|
|
|
17
|
|
$19M
|
-$9.44M
|
-308,263
|
-33%
|
|
|
18
|
UBP Investment Advisors
Geneva,
Switzerland
|
$18.9M
|
+$190K
|
+6,199
|
+1%
|
|
|
19
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$18.4M
|
-$81.2K
|
-2,650
|
-0.4%
|
|
|
20
|
Cantor Fitzgerald Investment Advisors
New York
|
$18.1M
|
+$9.45M
|
+308,418
|
+109%
|
|
|
21
|
|
$17.2M
|
+$10.9M
|
+355,944
|
+175%
|
|
|
22
|
SimpliFi Inc
San Diego,
California
|
$17.1M
|
+$277K
|
+9,041
|
+2%
|
|
|
23
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$16.7M
|
+$746K
|
+24,347
|
+5%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.2M
|
+$332K
|
+10,828
|
+2%
|
|
|
25
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$14M
|
+$866K
|
+28,272
|
+7%
|
|
