|
1
|
|
$74M
|
+$1.21M
|
+23,976
|
+2%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$64.7M
|
+$59.2M
|
+1,175,314
|
+678%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$64.7M
|
+$11.2M
|
+222,980
|
+20%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$54M
|
+$10.4M
|
+206,196
|
+22%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$53M
|
+$25.5M
|
+505,775
|
+84%
|
|
|
6
|
Bell Investment Advisors
Oakland,
California
|
$23.6M
|
+$24.7M
|
+490,929
|
New
|
|
|
7
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$20.5M
|
-$7.97M
|
-158,300
|
-27%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.2M
|
+$17.8M
|
+352,760
|
+732%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$18.4M
|
+$565K
|
+11,233
|
+3%
|
|
|
10
|
|
$18.1M
|
+$1.41M
|
+27,992
|
+8%
|
|
|
11
|
WestEnd Advisors
Charlotte,
North Carolina
|
$15.3M
|
+$16.1M
|
+318,989
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$14.1M
|
-$872K
|
-17,330
|
-6%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.9M
|
+$4.59M
|
+91,234
|
+46%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
+$3.67M
|
+72,921
|
+37%
|
|
|
15
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$12.4M
|
+$1.12M
|
+22,256
|
+9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
+$4.88M
|
+96,956
|
+84%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$9.94M
|
+$9.18M
|
+182,475
|
+742%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$9.61M
|
-$275K
|
-5,458
|
-3%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.61M
|
-$194K
|
-3,864
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.02M
|
+$74.9K
|
+1,489
|
+0.8%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$7.33M
|
-$2.19M
|
-43,593
|
-22%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$6.63M
|
+$116K
|
+2,306
|
+2%
|
|
|
23
|
Aveo Capital Partners
Englewood,
Colorado
|
$6.6M
|
-$451K
|
-8,971
|
-6%
|
|
|
24
|
Bank of New York Mellon
New York
|
$6.21M
|
-$49.1K
|
-975
|
-0.7%
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$5.89M
|
+$686K
|
+13,634
|
+12%
|
|
