|
1
|
|
$118M
|
+$18.5M
|
+881,779
|
+18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
+$104M
|
+4,947,167
|
+103,779%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$91M
|
+$9.74M
|
+464,997
|
+12%
|
|
|
4
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$74M
|
+$8.98M
|
+428,745
|
+14%
|
|
|
5
|
IFC Advisors
Los Angeles,
California
|
$61.7M
|
+$62.2M
|
+2,971,014
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$50M
|
+$4.83M
|
+230,783
|
+11%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$29.5M
|
-$29.7M
|
-1,418,626
|
-100%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$27.4M
|
+$5.61M
|
+267,920
|
+25%
|
|
|
9
|
Channel Wealth
Santa Barbara,
California
|
$24.9M
|
+$944K
|
+45,065
|
+4%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.7M
|
+$1.99M
|
+95,077
|
+9%
|
|
|
11
|
Bank of New York Mellon
New York
|
$19.7M
|
-$334K
|
-15,959
|
-2%
|
|
|
12
|
Tortoise Investment Management
White Plains,
New York
|
$13.8M
|
+$308K
|
+14,698
|
+2%
|
|
|
13
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$11.3M
|
+$409K
|
+19,546
|
+4%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.3M
|
-$177K
|
-8,447
|
-2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.3M
|
+$1.28M
|
+61,226
|
+13%
|
|
|
16
|
MBL Wealth
Charlotte,
North Carolina
|
$11.2M
|
+$431K
|
+20,566
|
+4%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$10.5M
|
+$1.47M
|
+70,242
|
+16%
|
|
|
18
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$9.23M
|
+$1.13M
|
+53,809
|
+14%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$8.97M
|
+$2.19M
|
+104,808
|
+32%
|
|
|
20
|
|
$8.19M
|
+$776K
|
+37,050
|
+10%
|
|
|
21
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$7.55M
|
-$89.3K
|
-4,266
|
-1%
|
|
|
22
|
Sage Advisory Services
Austin,
Texas
|
$5.32M
|
+$163K
|
+7,785
|
+3%
|
|
|
23
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$4.78M
|
+$349K
|
+16,646
|
+8%
|
|
|
24
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.02M
|
+$380K
|
+18,160
|
+10%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.88M
|
+$278K
|
+13,302
|
+8%
|
|
