|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.85B
|
+$96.6M
|
+1,593,737
|
+5%
|
|
|
2
|
|
$1.05B
|
-$86.6M
|
-1,429,335
|
-7%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.05B
|
+$1.71M
|
+28,225
|
+0.2%
|
|
|
4
|
Bank of Finland
Helsinki,
Finland
|
$516M
|
–
|
–
|
–
|
|
|
5
|
|
$483M
|
+$15.4M
|
+253,639
|
+3%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$332M
|
+$45.8M
|
+755,260
|
+15%
|
|
|
7
|
|
$208M
|
+$12.9M
|
+212,073
|
+6%
|
|
|
8
|
Auto-Owners Insurance
Lansing,
Michigan
|
$141M
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93.8M
|
+$1.75M
|
+28,868
|
+2%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$86.8M
|
+$3.99M
|
+65,790
|
+5%
|
|
|
11
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$79.7M
|
-$24.6M
|
-406,644
|
-23%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$79.4M
|
+$5.4M
|
+89,092
|
+7%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$78.8M
|
+$82M
|
+1,352,750
|
New
|
|
|
14
|
MCF Advisors
Covington,
Kentucky
|
$75.8M
|
+$3.31M
|
+54,630
|
+4%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$74.8M
|
+$4.63M
|
+76,478
|
+6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$73.8M
|
-$8.74M
|
-144,213
|
-10%
|
|
|
17
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$72.4M
|
+$11M
|
+181,689
|
+17%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$69.6M
|
+$35.3M
|
+582,875
|
+95%
|
|
|
19
|
Davidson Investment Advisors
Great Falls,
Montana
|
$66.2M
|
+$5.79M
|
+95,510
|
+9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.5M
|
+$3.31M
|
+54,626
|
+6%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$57M
|
-$712K
|
-11,753
|
-1%
|
|
|
22
|
TFC Financial Management
Boston,
Massachusetts
|
$56.1M
|
+$2.28M
|
+37,556
|
+4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$48.4M
|
+$348K
|
+5,735
|
+0.7%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$47.3M
|
+$4.72M
|
+77,911
|
+11%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$45.9M
|
+$951K
|
+15,688
|
+2%
|
|
