|
1
|
|
$71.7M
|
+$6.09M
|
+128,268
|
+9%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$61.1M
|
+$3.51M
|
+74,015
|
+6%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$55M
|
+$2.72M
|
+57,405
|
+5%
|
|
|
4
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$43.5M
|
+$25.2M
|
+531,914
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.6M
|
+$2.71M
|
+57,092
|
+14%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
+$4.27K
|
+90
|
+0%
|
|
|
7
|
|
$12.1M
|
+$303K
|
+6,387
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$1.63M
|
+34,400
|
+18%
|
|
|
9
|
Impact Investors
San Francisco,
California
|
$9.6M
|
+$1.53M
|
+32,177
|
+19%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$9.5M
|
+$528K
|
+11,122
|
+6%
|
|
|
11
|
|
$6.68M
|
+$40.3K
|
+850
|
+0.6%
|
|
|
12
|
|
$6.35M
|
+$6.12M
|
+128,984
|
+2,991%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.67M
|
+$316K
|
+6,669
|
+6%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$4.77M
|
+$844K
|
+17,794
|
+22%
|
|
|
15
|
Bank of New York Mellon
New York
|
$4.76M
|
+$10.2K
|
+216
|
+0.2%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$3.98M
|
+$396K
|
+8,342
|
+11%
|
|
|
17
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.44M
|
+$126K
|
+2,662
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
+$39.4K
|
+831
|
+1%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.07M
|
+$19.1K
|
+402
|
+0.6%
|
|
|
20
|
|
$2.47M
|
+$1.89M
|
+39,881
|
+329%
|
|
|
21
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.46M
|
+$2.45M
|
+51,724
|
New
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.31M
|
+$82.4K
|
+1,736
|
+4%
|
|
|
23
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.25M
|
+$23.7K
|
+499
|
+1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
+$5.74K
|
+121
|
+0.3%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.72M
|
–
|
–
|
–
|
|
