|
1
|
Bank of New York Mellon
New York
|
$123M
|
+$59.7M
|
+1,375,199
|
+86%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$55.7M
|
-$3.09M
|
-71,130
|
-5%
|
|
|
3
|
Total Investment Management
Scottsdale,
Arizona
|
$49.1M
|
+$716K
|
+16,489
|
+1%
|
|
|
4
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$38.4M
|
+$2.17M
|
+50,028
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.9M
|
-$444K
|
-10,237
|
-2%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$17.7M
|
+$8.39M
|
+193,318
|
+82%
|
|
|
7
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$10.2M
|
+$702K
|
+16,168
|
+7%
|
|
|
8
|
Zhang Financial
Portage,
Michigan
|
$7.76M
|
+$233K
|
+5,362
|
+3%
|
|
|
9
|
|
$4.44M
|
+$1.91M
|
+43,975
|
+69%
|
|
|
10
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.79M
|
+$421K
|
+9,695
|
+29%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.27M
|
+$772K
|
+17,783
|
+138%
|
|
|
12
|
Trivium Point Advisory
Westport,
Connecticut
|
$995K
|
+$224K
|
+5,171
|
+27%
|
|
|
13
|
Silver Oak Securities
Jackson,
Tennessee
|
$762K
|
+$821K
|
+18,912
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$691K
|
-$54.3K
|
-1,252
|
-7%
|
|
|
15
|
WBI Investments
Red Bank,
New Jersey
|
$657K
|
-$66.1K
|
-1,523
|
-9%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$395K
|
+$37.5K
|
+865
|
+10%
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$294K
|
+$308K
|
+7,107
|
New
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$289K
|
+$304K
|
+6,998
|
New
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$260K
|
+$273K
|
+6,281
|
New
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$249K
|
+$261K
|
+6,014
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$161K
|
+$169K
|
+3,902
|
New
|
|
|
22
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$54K
|
+$57.2K
|
+1,317
|
New
|
|
|
23
|
Annapolis Financial Services
Annapolis,
Maryland
|
$26K
|
+$26.8K
|
+617
|
New
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$22K
|
+$23.5K
|
+542
|
New
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$14K
|
–
|
–
|
–
|
|
