|
1
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$142M
|
–
|
–
|
–
|
|
|
2
|
|
$18.9M
|
+$718K
|
+31,725
|
+4%
|
|
|
3
|
MAI Capital Management
Independence,
Ohio
|
$11.7M
|
+$1.21M
|
+53,574
|
+12%
|
|
|
4
|
United Community Bank
Greenville,
South Carolina
|
$11.4M
|
+$327K
|
+14,477
|
+3%
|
|
|
5
|
Park Avenue Securities
New York
|
$6.18M
|
+$6.1M
|
+269,867
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.15M
|
+$1.44M
|
+63,823
|
+31%
|
|
|
7
|
Fifth Third Securities
Cincinnati,
Ohio
|
$5.09M
|
+$1.28M
|
+56,763
|
+34%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.96M
|
+$267K
|
+11,809
|
+6%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$3.61M
|
-$440K
|
-19,466
|
-11%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.29M
|
+$175K
|
+7,719
|
+6%
|
|
|
11
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.18M
|
+$17.4K
|
+769
|
+0.6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.84M
|
+$108K
|
+4,759
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.63M
|
+$10.3K
|
+457
|
+0.4%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$1.93M
|
-$83.3K
|
-3,682
|
-4%
|
|
|
15
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.91M
|
-$818K
|
-36,145
|
-30%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.83M
|
+$213K
|
+9,412
|
+13%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$1.65M
|
+$326K
|
+14,390
|
+25%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.63M
|
+$1.04M
|
+45,801
|
+181%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$1.52M
|
-$753K
|
-33,273
|
-33%
|
|
|
20
|
Omega Financial Group
Santa Barbara,
California
|
$1.33M
|
-$24.1K
|
-1,064
|
-2%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$1.04M
|
+$176K
|
+7,784
|
+21%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.02M
|
+$1.01M
|
+44,550
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$954K
|
-$43.7K
|
-1,930
|
-4%
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$818K
|
-$2.01K
|
-89
|
-0.2%
|
|
|
25
|
Arax Advisory Partners
Denver,
Colorado
|
$628K
|
+$233K
|
+10,311
|
+60%
|
|
