|
1
|
|
$110M
|
+$3.45M
|
+59,155
|
+3%
|
|
|
2
|
|
$44.2M
|
+$2.29M
|
+39,188
|
+6%
|
|
|
3
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$36.6M
|
-$516K
|
-8,828
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$34.2M
|
-$2.95M
|
-50,503
|
-8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$31.1M
|
+$6.23M
|
+106,587
|
+27%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$27.8M
|
-$685K
|
-11,733
|
-3%
|
|
|
7
|
|
$26.9M
|
-$5.75M
|
-98,376
|
-18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$24.7M
|
+$1.01M
|
+17,342
|
+5%
|
|
|
9
|
Worth Asset Management
Dallas,
Texas
|
$23.5M
|
+$22.3M
|
+381,062
|
New
|
|
|
10
|
Consilium Wealth Advisory
Richardson,
Texas
|
$18.4M
|
+$287K
|
+4,914
|
+2%
|
|
|
11
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$18.3M
|
-$242K
|
-4,147
|
-1%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$18.2M
|
-$579K
|
-9,912
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$17.8M
|
-$1.6M
|
-27,359
|
-9%
|
|
|
14
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$17.8M
|
+$1.56M
|
+26,631
|
+10%
|
|
|
15
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$17.4M
|
+$2.17M
|
+37,097
|
+15%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$15.7M
|
-$221K
|
-3,791
|
-1%
|
|
|
17
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$13.8M
|
-$6.93M
|
-118,654
|
-35%
|
|
|
18
|
BSW Wealth Partners
Boulder,
Colorado
|
$13.1M
|
+$2.51M
|
+43,045
|
+25%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
+$4.4M
|
+75,371
|
+56%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
+$1,000K
|
+17,116
|
+9%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.1M
|
-$155K
|
-2,662
|
-1%
|
|
|
22
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$9.28M
|
-$5.96M
|
-102,079
|
-40%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.42M
|
+$60K
|
+1,028
|
+0.8%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$8.26M
|
-$534K
|
-9,142
|
-6%
|
|
|
25
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$7.24M
|
-$83K
|
-1,421
|
-1%
|
|
