|
1
|
|
$99.8M
|
+$33.4M
|
+1,593,932
|
+50%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$81.5M
|
+$4.29M
|
+204,673
|
+6%
|
|
|
3
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$65.3M
|
+$4.76M
|
+227,114
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$45.3M
|
+$14.1M
|
+673,805
|
+45%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$29.7M
|
–
|
–
|
–
|
|
|
6
|
Channel Wealth
Santa Barbara,
California
|
$24M
|
+$1.5M
|
+71,751
|
+7%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.7M
|
+$1.25M
|
+59,730
|
+6%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$21.9M
|
+$6.03M
|
+287,858
|
+38%
|
|
|
9
|
Bank of New York Mellon
New York
|
$20.1M
|
-$661K
|
-31,560
|
-3%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$13.5M
|
+$667K
|
+31,839
|
+5%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.5M
|
-$290K
|
-13,853
|
-2%
|
|
|
12
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$11M
|
-$348K
|
-16,632
|
-3%
|
|
|
13
|
MBL Wealth
Charlotte,
North Carolina
|
$10.8M
|
+$669K
|
+31,933
|
+7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
-$963K
|
-45,939
|
-9%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$9.05M
|
+$914K
|
+43,625
|
+11%
|
|
|
16
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$8.14M
|
+$3.47M
|
+165,564
|
+74%
|
|
|
17
|
Axxcess Wealth Management
Carlsbad,
California
|
$8.09M
|
+$242K
|
+11,561
|
+3%
|
|
|
18
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$7.65M
|
-$3.6M
|
-171,659
|
-32%
|
|
|
19
|
|
$7.44M
|
-$121K
|
-5,797
|
-2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$6.81M
|
+$761K
|
+36,315
|
+12%
|
|
|
21
|
Sage Advisory Services
Austin,
Texas
|
$5.17M
|
-$259K
|
-12,345
|
-5%
|
|
|
22
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$4.44M
|
+$407K
|
+19,427
|
+10%
|
|
|
23
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$3.65M
|
+$387K
|
+18,474
|
+12%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.61M
|
+$3.34M
|
+159,418
|
+1,126%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$2.61M
|
-$178K
|
-8,511
|
-6%
|
|
