|
1
|
|
$92.4M
|
+$30.9M
|
+1,984,199
|
+54%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$81.1M
|
+$7.2M
|
+462,060
|
+10%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$43.6M
|
-$117K
|
-7,516
|
-0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
+$12.6M
|
+805,375
|
+195%
|
|
|
5
|
Kinsight LLC
Birmingham,
Alabama
|
$12.2M
|
-$116K
|
-7,448
|
-1%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
-$899K
|
-57,653
|
-7%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.64M
|
–
|
–
|
–
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$8.47M
|
–
|
–
|
–
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$5.57M
|
-$43.1K
|
-2,762
|
-0.8%
|
|
|
10
|
|
$4.05M
|
+$410K
|
+26,262
|
+12%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.01M
|
+$2.89M
|
+185,410
|
New
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3M
|
+$62.2K
|
+3,991
|
+2%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3M
|
-$50.3K
|
-3,223
|
-2%
|
|
|
14
|
SG Americas Securities
New York
|
$1.75M
|
+$1.68M
|
+107,494
|
New
|
|
|
15
|
|
$1.75M
|
+$1.68M
|
+107,494
|
New
|
|
|
16
|
|
$1.65M
|
+$1.58M
|
+101,648
|
New
|
|
|
17
|
Agilis Partners
Waltham,
Massachusetts
|
$1.4M
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.38M
|
-$1.33M
|
-85,461
|
-50%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.07M
|
-$126K
|
-8,049
|
-10%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$961K
|
-$640K
|
-41,031
|
-41%
|
|
|
21
|
Daiwa Securities Group
Tokyo,
Japan
|
$894K
|
+$249K
|
+16,000
|
+41%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$634K
|
-$125K
|
-8,000
|
-17%
|
|
|
23
|
State Street
Boston,
Massachusetts
|
$570K
|
+$547K
|
+35,100
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$494K
|
-$500K
|
-32,048
|
-51%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$374K
|
+$359K
|
+23,000
|
New
|
|
