|
1
|
Bank of New York Mellon
New York
|
$146M
|
+$80.8M
|
+2,275,135
|
+112%
|
|
|
2
|
|
$95M
|
+$21.9M
|
+617,420
|
+28%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$85.4M
|
+$22.2M
|
+624,669
|
+33%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$85M
|
+$31.8M
|
+896,212
|
+52%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$80.6M
|
+$10.7M
|
+300,613
|
+14%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$79.7M
|
+$15.8M
|
+444,030
|
+23%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68.5M
|
+$21.7M
|
+611,671
|
+43%
|
|
|
8
|
Venturi Wealth Management
Austin,
Texas
|
$59.1M
|
+$9.33M
|
+262,731
|
+18%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$57.8M
|
+$28.8M
|
+812,205
|
+91%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$43.4M
|
+$11.4M
|
+320,447
|
+33%
|
|
|
11
|
Capital Group Private Client Services
Los Angeles,
California
|
$42.2M
|
+$7.19M
|
+202,449
|
+19%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38.7M
|
+$17.4M
|
+489,407
|
+75%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$35.9M
|
+$9.55M
|
+268,933
|
+34%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.3M
|
+$5.88M
|
+165,471
|
+24%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$26.1M
|
+$788K
|
+22,189
|
+3%
|
|
|
16
|
LVW Advisors
Pittsford,
New York
|
$24.6M
|
-$1.38M
|
-38,919
|
-5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.6M
|
+$6.2M
|
+174,549
|
+40%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.2M
|
+$1.34M
|
+37,856
|
+7%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$20.1M
|
+$2.32M
|
+65,180
|
+12%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$17.7M
|
-$298K
|
-8,376
|
-2%
|
|
|
21
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$17.4M
|
+$4.9M
|
+138,069
|
+36%
|
|
|
22
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$15.1M
|
+$2.67M
|
+75,180
|
+20%
|
|
|
23
|
|
$14.7M
|
+$2.6M
|
+73,235
|
+20%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$14.4M
|
+$15.1M
|
+424,704
|
New
|
|
|
25
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$12.9M
|
+$1.25M
|
+35,171
|
+10%
|
|
