|
1
|
United Services Automobile Association
San Antonio,
Texas
|
$33.2M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$30.9M
|
-$2.45M
|
-61,892
|
-7%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$28M
|
-$12.1M
|
-307,204
|
-31%
|
|
|
4
|
Summit Equities
Parsippany,
New Jersey
|
$16.8M
|
+$1.02M
|
+25,886
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.79M
|
+$338K
|
+8,551
|
+5%
|
|
|
6
|
|
$6.56M
|
+$263K
|
+6,650
|
+4%
|
|
|
7
|
Polianta Ltd
St Helier,
Jersey
|
$5.44M
|
-$3.52M
|
-89,000
|
-40%
|
|
|
8
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.78M
|
-$259K
|
-6,546
|
-9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.71M
|
+$466K
|
+11,781
|
+21%
|
|
|
10
|
GM Advisory Group
Melville,
New York
|
$2.57M
|
-$7.91K
|
-200
|
-0.3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.2M
|
+$60.5K
|
+1,531
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.16M
|
-$416K
|
-10,516
|
-16%
|
|
|
13
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.91M
|
+$195K
|
+4,930
|
+12%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.42M
|
–
|
–
|
–
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.03M
|
-$879K
|
-22,236
|
-46%
|
|
|
16
|
|
$1M
|
+$21K
|
+531
|
+2%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$935K
|
+$3.64K
|
+92
|
+0.4%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$935K
|
+$54.2K
|
+1,372
|
+6%
|
|
|
19
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$903K
|
-$277K
|
-7,000
|
-24%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$791K
|
-$1.73M
|
-43,635
|
-69%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$672K
|
–
|
–
|
–
|
|
|
22
|
|
$611K
|
+$604K
|
+15,279
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$461K
|
+$47.1K
|
+1,192
|
+12%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$453K
|
+$120K
|
+3,028
|
+37%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$452K
|
+$447K
|
+11,295
|
New
|
|
