|
1
|
Bank of America
Charlotte,
North Carolina
|
$187M
|
+$84.1M
|
+4,040,974
|
+82%
|
|
|
2
|
|
$169M
|
+$51.7M
|
+2,483,515
|
+44%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$114M
|
+$23.5M
|
+1,128,059
|
+26%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$66.7M
|
+$16.8M
|
+805,465
|
+33%
|
|
|
5
|
IFC Advisors
Los Angeles,
California
|
$61.8M
|
+$42.8K
|
+2,056
|
+0.1%
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$60M
|
-$14M
|
-673,441
|
-19%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$30.7M
|
+$3.34M
|
+160,430
|
+12%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$30.5M
|
+$30.5M
|
+1,465,700
|
+146,570%
|
|
|
9
|
Channel Wealth
Santa Barbara,
California
|
$27.8M
|
+$2.94M
|
+141,391
|
+12%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.2M
|
+$580K
|
+27,875
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
+$11.7M
|
+563,831
|
+104%
|
|
|
12
|
N10 Wealth
Greenwich,
Connecticut
|
$20.9M
|
+$21M
|
+1,006,181
|
New
|
|
|
13
|
Bank of New York Mellon
New York
|
$19.5M
|
-$192K
|
-9,231
|
-1%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$18.7M
|
+$17.8M
|
+855,061
|
+1,817%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$13.5M
|
-$242K
|
-11,620
|
-2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$12.4M
|
+$1.92M
|
+92,034
|
+18%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$2.78M
|
+133,314
|
+31%
|
|
|
18
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$11.7M
|
+$388K
|
+18,612
|
+3%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.5M
|
+$188K
|
+9,022
|
+2%
|
|
|
20
|
MBL Wealth
Charlotte,
North Carolina
|
$11M
|
-$208K
|
-9,989
|
-2%
|
|
|
21
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$10.2M
|
+$962K
|
+46,210
|
+10%
|
|
|
22
|
Lifestyle Asset Management
Friendswood,
Texas
|
$9.75M
|
+$9.77M
|
+469,008
|
New
|
|
|
23
|
Axxcess Wealth Management
Carlsbad,
California
|
$8.95M
|
+$8.97M
|
+430,895
|
New
|
|
|
24
|
OneAscent Financial Services
Birmingham,
Alabama
|
$8.68M
|
+$8.7M
|
+417,876
|
New
|
|
|
25
|
|
$8.56M
|
+$367K
|
+17,641
|
+4%
|
|
