|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$116M
|
+$53.1M
|
+719,816
|
+258%
|
|
|
2
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$41.8M
|
-$6.12M
|
-83,002
|
-13%
|
|
|
3
|
|
$36.9M
|
+$1.97M
|
+26,698
|
+6%
|
|
|
4
|
HSBC Holdings
London,
United Kingdom
|
$34.9M
|
+$35.7M
|
+483,676
|
New
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$27.6M
|
+$21.8M
|
+295,420
|
+339%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$25.7M
|
+$19.7M
|
+266,296
|
+298%
|
|
|
7
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$13.1M
|
-$2.88M
|
-39,005
|
-18%
|
|
|
8
|
Choate Investment Advisors
Boston,
Massachusetts
|
$13M
|
-$582K
|
-7,887
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
+$814K
|
+11,036
|
+7%
|
|
|
10
|
|
$11M
|
+$11.3M
|
+152,926
|
New
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$9.23M
|
+$676K
|
+9,154
|
+8%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$9.12M
|
+$2.03M
|
+27,501
|
+28%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.87M
|
-$374K
|
-5,069
|
-4%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$8.84M
|
-$9.67K
|
-131
|
-0.1%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$7.88M
|
+$422K
|
+5,725
|
+6%
|
|
|
16
|
Hays Advisory
Franklin,
Tennessee
|
$7.53M
|
-$1.78M
|
-24,077
|
-19%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.78M
|
-$1.84M
|
-24,934
|
-27%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.2M
|
+$159K
|
+2,159
|
+4%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$4.09M
|
-$251K
|
-3,407
|
-6%
|
|
|
20
|
Providence First Trust
Scottsdale,
Arizona
|
$2.8M
|
-$280K
|
-3,794
|
-9%
|
|
|
21
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.46M
|
-$50.3K
|
-681
|
-2%
|
|
|
22
|
|
$2.37M
|
–
|
–
|
–
|
|
|
23
|
Aviance Capital Management
Sarasota,
Florida
|
$2.29M
|
-$2.36M
|
-31,952
|
-50%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$2.26M
|
-$8.49K
|
-115
|
-0.4%
|
|
|
25
|
|
$1.92M
|
–
|
–
|
–
|
|
