|
1
|
Wells Fargo
San Francisco,
California
|
$73.6M
|
+$4.93M
|
+119,383
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$52.1M
|
-$9.76M
|
-236,296
|
-15%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$46.7M
|
-$1.55M
|
-37,600
|
-3%
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$36.8M
|
+$680K
|
+16,462
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$13.8M
|
+$2.02M
|
+48,931
|
+16%
|
|
|
6
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$9.91M
|
+$1.16M
|
+27,989
|
+13%
|
|
|
7
|
|
$7.3M
|
+$7.54M
|
+182,607
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.27M
|
-$957K
|
-23,178
|
-11%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.61M
|
+$2.6M
|
+62,989
|
+82%
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.61M
|
-$476K
|
-11,515
|
-11%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.08M
|
-$2.26M
|
-54,755
|
-42%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.77M
|
+$465K
|
+11,260
|
+19%
|
|
|
13
|
GM Advisory Group
Melville,
New York
|
$2.56M
|
-$34.3K
|
-830
|
-1%
|
|
|
14
|
|
$2.35M
|
-$660K
|
-15,969
|
-21%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.69M
|
+$496K
|
+12,015
|
+40%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.43M
|
-$22.3K
|
-541
|
-1%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.28M
|
+$316K
|
+7,650
|
+31%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$1.07M
|
-$291K
|
-7,036
|
-21%
|
|
|
19
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.05M
|
-$16.5K
|
-400
|
-1%
|
|
|
20
|
|
$1M
|
-$450K
|
-10,888
|
-30%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$934K
|
-$9.5K
|
-230
|
-1%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$721K
|
+$46.5K
|
+1,125
|
+7%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$606K
|
+$104K
|
+2,529
|
+20%
|
|
|
24
|
Bank of New York Mellon
New York
|
$483K
|
–
|
–
|
–
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$456K
|
-$71.7K
|
-1,737
|
-13%
|
|
