|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 187 M
|
+USD 84.1 M
|
+4,040,974
|
+82%
|
|
|
2
|
|
USD 169 M
|
+USD 51.7 M
|
+2,483,515
|
+44%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 114 M
|
+USD 23.5 M
|
+1,128,059
|
+26%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
USD 66.7 M
|
+USD 16.8 M
|
+805,465
|
+33%
|
|
|
5
|
IFC Advisors
Los Angeles,
California
|
USD 61.8 M
|
+USD 42.8 k
|
+2,056
|
+0.1%
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
USD 60 M
|
-USD 14 M
|
-673,441
|
-19%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
USD 30.7 M
|
+USD 3.34 M
|
+160,430
|
+12%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 30.5 M
|
+USD 30.5 M
|
+1,465,700
|
+146,570%
|
|
|
9
|
Channel Wealth
Santa Barbara,
California
|
USD 27.8 M
|
+USD 2.94 M
|
+141,391
|
+12%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 25.2 M
|
+USD 580 k
|
+27,875
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 23 M
|
+USD 11.7 M
|
+563,831
|
+104%
|
|
|
12
|
N10 Wealth
Greenwich,
Connecticut
|
USD 20.9 M
|
+USD 21 M
|
+1,006,181
|
Nuevas
|
|
|
13
|
Bank of New York Mellon
New York
|
USD 19.5 M
|
-USD 192 k
|
-9,231
|
-1%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
USD 18.7 M
|
+USD 17.8 M
|
+855,061
|
+1,817%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
USD 13.5 M
|
-USD 242 k
|
-11,620
|
-2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
USD 12.4 M
|
+USD 1.92 M
|
+92,034
|
+18%
|
|
|
17
|
LPL Financial
San Diego,
California
|
USD 11.7 M
|
+USD 2.78 M
|
+133,314
|
+31%
|
|
|
18
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
USD 11.7 M
|
+USD 388 k
|
+18,612
|
+3%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
USD 11.5 M
|
+USD 188 k
|
+9,022
|
+2%
|
|
|
20
|
MBL Wealth
Charlotte,
North Carolina
|
USD 11 M
|
-USD 208 k
|
-9,989
|
-2%
|
|
|
21
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
USD 10.2 M
|
+USD 962 k
|
+46,210
|
+10%
|
|
|
22
|
Lifestyle Asset Management
Friendswood,
Texas
|
USD 9.7 M
|
+USD 9.8 M
|
+469,008
|
Nuevas
|
|
|
23
|
Axxcess Wealth Management
Carlsbad,
California
|
USD 8.95 M
|
+USD 8.97 M
|
+430,895
|
Nuevas
|
|
|
24
|
OneAscent Financial Services
Birmingham,
Alabama
|
USD 8.68 M
|
+USD 8.7 M
|
+417,876
|
Nuevas
|
|
|
25
|
|
USD 8.56 M
|
+USD 367 k
|
+17,641
|
+4%
|
|
