|
1
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$43.6M
|
+$246K
|
+7,592
|
+0.6%
|
|
|
2
|
|
$27.2M
|
+$1.13M
|
+34,948
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$18M
|
+$900K
|
+27,755
|
+5%
|
|
|
4
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$12.1M
|
-$436K
|
-13,446
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$120K
|
+3,714
|
+1%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$11.1M
|
+$11.2M
|
+346,382
|
New
|
|
|
7
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$11M
|
+$99.5K
|
+3,070
|
+0.9%
|
|
|
8
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$10.5M
|
+$4.01M
|
+123,807
|
+61%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$8.8M
|
+$187K
|
+5,756
|
+2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.12M
|
+$1.57M
|
+48,302
|
+28%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.93M
|
+$1.49K
|
+46
|
+0%
|
|
|
12
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.13M
|
+$5.18M
|
+159,890
|
New
|
|
|
13
|
Biltmore Family Office
Charlotte,
North Carolina
|
$5.09M
|
-$23.9K
|
-737
|
-0.5%
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.44M
|
-$4.12K
|
-127
|
-0.1%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$4.28M
|
-$1.2K
|
-37
|
-0%
|
|
|
16
|
TAP Consulting
Kirkwood,
Missouri
|
$4.2M
|
-$446K
|
-13,753
|
-10%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$4.03M
|
+$23.2K
|
+716
|
+0.6%
|
|
|
18
|
Potentia Wealth
San Jose,
California
|
$3.96M
|
+$4M
|
+123,335
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.9M
|
+$734K
|
+22,642
|
+23%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.67M
|
+$479K
|
+14,791
|
+15%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.55M
|
+$308K
|
+9,497
|
+9%
|
|
|
22
|
TigerOak Management
Albuquerque,
New Mexico
|
$3.11M
|
+$3.14M
|
+97,009
|
New
|
|
|
23
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$3.09M
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.93M
|
+$1.21M
|
+37,315
|
+69%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.71M
|
+$136K
|
+4,202
|
+5%
|
|
