|
1
|
|
$2.48B
|
+$424M
|
+8,271,650
|
+20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$730M
|
-$14.1M
|
-274,973
|
-2%
|
|
|
3
|
NorthRock Partners
Minneapolis,
Minnesota
|
$497M
|
+$34.5M
|
+672,967
|
+7%
|
|
|
4
|
|
$284M
|
-$49M
|
-956,933
|
-15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$244M
|
-$12.2M
|
-238,024
|
-5%
|
|
|
6
|
Hamilton Capital
Columbus,
Ohio
|
$194M
|
+$7.6M
|
+148,413
|
+4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$182M
|
-$78.8M
|
-1,538,115
|
-30%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$171M
|
-$45.6M
|
-889,752
|
-21%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$94.7M
|
-$57M
|
-1,112,425
|
-37%
|
|
|
10
|
Acropolis Investment Management
St. Louis,
Missouri
|
$88M
|
+$18.5M
|
+360,957
|
+26%
|
|
|
11
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$80.2M
|
+$80.6M
|
+1,573,528
|
New
|
|
|
12
|
Bailard
Foster City,
California
|
$74.3M
|
+$290K
|
+5,659
|
+0.4%
|
|
|
13
|
Avalon Trust
Santa Fe,
New Mexico
|
$68.2M
|
+$291K
|
+5,678
|
+0.4%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$51.8M
|
+$1.56M
|
+30,437
|
+3%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$50.9M
|
+$4.55M
|
+88,838
|
+10%
|
|
|
16
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$49.9M
|
-$504K
|
-9,839
|
-1%
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$49.9M
|
+$8.63M
|
+168,443
|
+21%
|
|
|
18
|
Ocean Park Asset Management
Santa Monica,
California
|
$45.9M
|
–
|
–
|
–
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$45.4M
|
+$622K
|
+12,150
|
+1%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$44.4M
|
+$1.72M
|
+33,624
|
+4%
|
|
|
21
|
First National Trust
Hermitage,
Pennsylvania
|
$42.9M
|
+$5.31M
|
+103,648
|
+14%
|
|
|
22
|
Goelzer Investment Management
Carmel,
Indiana
|
$41.8M
|
+$518K
|
+10,116
|
+1%
|
|
|
23
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$39.6M
|
+$935K
|
+18,242
|
+2%
|
|
|
24
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$37.3M
|
+$9.9M
|
+193,267
|
+36%
|
|
|
25
|
Curi RMB Capital
Chicago,
Illinois
|
$34.4M
|
+$8.71M
|
+170,062
|
+34%
|
|
