|
1
|
|
$110M
|
-$6.94M
|
-165,234
|
-6%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$109M
|
-$15.6M
|
-371,265
|
-13%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$45.3M
|
+$1.02M
|
+24,179
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$40.5M
|
+$5.38M
|
+128,099
|
+16%
|
|
|
5
|
Bard Financial Services
Branford,
Connecticut
|
$28.4M
|
-$164K
|
-3,897
|
-0.6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.2M
|
-$6.06M
|
-144,194
|
-18%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$25.8M
|
-$2.43M
|
-57,916
|
-9%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$22.8M
|
+$437K
|
+10,389
|
+2%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.9M
|
-$193K
|
-4,600
|
-0.9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$1.22M
|
+29,130
|
+6%
|
|
|
11
|
McGowan Group Asset Management
Dallas,
Texas
|
$19.2M
|
-$151K
|
-3,595
|
-0.8%
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$17M
|
-$1.6M
|
-37,959
|
-9%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$15.5M
|
-$57K
|
-1,357
|
-0.4%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.5M
|
-$3.23M
|
-76,803
|
-18%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$11.6M
|
-$480K
|
-11,426
|
-4%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.4M
|
-$124K
|
-2,961
|
-1%
|
|
|
17
|
Advisors Management Group
La Crosse,
Wisconsin
|
$9.81M
|
-$180K
|
-4,283
|
-2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.11M
|
-$626K
|
-14,889
|
-7%
|
|
|
19
|
Tectonic Advisors
Frisco,
Texas
|
$8.46M
|
-$1.89K
|
-45
|
-0%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$6.55M
|
-$1.83M
|
-43,532
|
-22%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.18M
|
+$3.22M
|
+76,732
|
+114%
|
|
|
22
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.87M
|
-$3.66K
|
-87
|
-0.1%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$5.51M
|
+$20.1K
|
+478
|
+0.4%
|
|
|
24
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$5.24M
|
-$136K
|
-3,226
|
-3%
|
|
|
25
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$4.83M
|
+$155K
|
+3,687
|
+3%
|
|
