|
1
|
|
$118M
|
+$3.2M
|
+73,117
|
+3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$95.3M
|
-$17.6M
|
-400,735
|
-16%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$46.1M
|
-$944K
|
-21,554
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$41M
|
-$1M
|
-22,851
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
+$2.3M
|
+52,433
|
+9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.8M
|
-$523K
|
-11,940
|
-2%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$21.8M
|
-$1.89M
|
-43,163
|
-8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.4M
|
-$36.7K
|
-837
|
-0.2%
|
|
|
9
|
McGowan Group Asset Management
Dallas,
Texas
|
$19.8M
|
-$146K
|
-3,329
|
-0.7%
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$16.9M
|
-$798K
|
-18,231
|
-5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.2M
|
+$109K
|
+2,492
|
+0.7%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$16.2M
|
+$37.8K
|
+862
|
+0.2%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.1M
|
-$7.28M
|
-166,240
|
-33%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$11.8M
|
-$203K
|
-4,637
|
-2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11M
|
+$220K
|
+5,025
|
+2%
|
|
|
16
|
Advisors Management Group
La Crosse,
Wisconsin
|
$10.1M
|
-$133K
|
-3,046
|
-1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10M
|
+$555K
|
+12,672
|
+6%
|
|
|
18
|
Tectonic Advisors
Frisco,
Texas
|
$8.62M
|
-$158K
|
-3,600
|
-2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.36M
|
-$57.6K
|
-1,315
|
-0.9%
|
|
|
20
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$6.24M
|
+$1.2M
|
+27,378
|
+24%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$5.91M
|
-$872K
|
-19,915
|
-13%
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$5.78M
|
+$52.9K
|
+1,208
|
+0.9%
|
|
|
23
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.75M
|
-$343K
|
-7,838
|
-6%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.73M
|
+$5.62M
|
+128,416
|
New
|
|
|
25
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$5.18M
|
-$251K
|
-5,741
|
-5%
|
|
