|
1
|
|
$123M
|
+$1.92M
|
+29,082
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$76.2M
|
+$17.3M
|
+261,855
|
+28%
|
|
|
3
|
Worth Asset Management
Dallas,
Texas
|
$44.4M
|
+$1.27M
|
+19,273
|
+3%
|
|
|
4
|
|
$41M
|
+$3.7M
|
+56,158
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$37.9M
|
+$269K
|
+4,088
|
+0.7%
|
|
|
6
|
|
$36.9M
|
+$99.9K
|
+1,516
|
+0.3%
|
|
|
7
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$36.2M
|
+$5.26M
|
+79,766
|
+17%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$33.3M
|
-$44.4M
|
-673,901
|
-57%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$32.8M
|
+$1.85M
|
+28,095
|
+6%
|
|
|
10
|
Consilium Wealth Advisory
Richardson,
Texas
|
$27.1M
|
+$6.77M
|
+102,640
|
+32%
|
|
|
11
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$26.5M
|
+$1.33M
|
+20,217
|
+5%
|
|
|
12
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$22.8M
|
+$2.12M
|
+32,153
|
+10%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$22M
|
-$1M
|
-15,232
|
-4%
|
|
|
14
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$20.6M
|
+$6.3M
|
+95,584
|
+43%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$18.4M
|
+$365K
|
+5,534
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.9M
|
+$211K
|
+3,201
|
+1%
|
|
|
17
|
Madrid Financial Services
Manhattan Beach,
California
|
$17.5M
|
-$1.85M
|
-28,024
|
-9%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$16.4M
|
+$493K
|
+7,483
|
+3%
|
|
|
19
|
BSW Wealth Partners
Boulder,
Colorado
|
$16.2M
|
+$253K
|
+3,841
|
+2%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$14.9M
|
-$28.8M
|
-436,624
|
-65%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.8M
|
+$908K
|
+13,775
|
+7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
-$2.34M
|
-35,452
|
-14%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$11.5M
|
-$12.3M
|
-186,911
|
-51%
|
|
|
24
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$11.4M
|
-$70.7K
|
-1,073
|
-0.6%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.4M
|
+$1.08M
|
+16,444
|
+11%
|
|
