|
1
|
|
$2.42B
|
-$55.7M
|
-1,097,863
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$740M
|
+$13.9M
|
+274,148
|
+2%
|
|
|
3
|
NorthRock Partners
Minneapolis,
Minnesota
|
$410M
|
-$84.3M
|
-1,662,828
|
-17%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$237M
|
-$4.83M
|
-95,339
|
-2%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$229M
|
+$59.5M
|
+1,173,875
|
+35%
|
|
|
6
|
|
$222M
|
-$60M
|
-1,183,187
|
-21%
|
|
|
7
|
Hamilton Capital
Columbus,
Ohio
|
$195M
|
+$2.38M
|
+46,900
|
+1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$177M
|
-$3.54M
|
-69,907
|
-2%
|
|
|
9
|
Acropolis Investment Management
St. Louis,
Missouri
|
$105M
|
+$18M
|
+355,786
|
+21%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$98.7M
|
+$5.06M
|
+99,728
|
+5%
|
|
|
11
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$79.8M
|
+$87.9K
|
+1,733
|
+0.1%
|
|
|
12
|
Bailard
Foster City,
California
|
$76.6M
|
+$2.83M
|
+55,751
|
+4%
|
|
|
13
|
Avalon Trust
Santa Fe,
New Mexico
|
$68.1M
|
+$344K
|
+6,787
|
+0.5%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$49.1M
|
-$512K
|
-10,088
|
-1%
|
|
|
15
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$48.5M
|
+$11.5M
|
+226,529
|
+31%
|
|
|
16
|
Ocean Park Asset Management
Santa Monica,
California
|
$45.7M
|
–
|
–
|
–
|
|
|
17
|
First National Trust
Hermitage,
Pennsylvania
|
$45.4M
|
+$2.74M
|
+54,055
|
+6%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$45.4M
|
+$1.2M
|
+23,656
|
+3%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$45M
|
-$109K
|
-2,155
|
-0.2%
|
|
|
20
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$43.4M
|
+$4.01M
|
+79,149
|
+10%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$41.8M
|
-$8.77M
|
-172,911
|
-17%
|
|
|
22
|
Goelzer Investment Management
Carmel,
Indiana
|
$40.9M
|
-$591K
|
-11,661
|
-1%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$40.8M
|
-$10.7M
|
-211,899
|
-21%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$35.7M
|
+$4.55M
|
+89,768
|
+15%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$34.9M
|
+$7.22M
|
+142,345
|
+26%
|
|
