|
1
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
+$100M
|
+3,445,308
|
+337%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$59.8M
|
-$22.9M
|
-787,059
|
-27%
|
|
|
3
|
Boothe Investment Group
Dover,
Delaware
|
$52.6M
|
+$303K
|
+10,425
|
+0.6%
|
|
|
4
|
Concurrent Investment Advisors
Tampa,
Florida
|
$44.3M
|
+$42.6M
|
+1,464,649
|
New
|
|
|
5
|
|
$40.7M
|
+$37M
|
+1,273,700
|
+1,757%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.5M
|
+$22.4M
|
+771,642
|
+153%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$31.8M
|
-$541K
|
-18,602
|
-2%
|
|
|
8
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$28.8M
|
+$1.79M
|
+61,423
|
+7%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$28.4M
|
-$1.12M
|
-38,626
|
-4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$24.5M
|
+$23.4M
|
+806,033
|
+21,546%
|
|
|
11
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24M
|
-$497K
|
-17,108
|
-2%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$20.7M
|
+$4.5M
|
+154,900
|
+29%
|
|
|
13
|
Altiora Financial Group
Lebanon,
Ohio
|
$19.1M
|
-$990K
|
-34,063
|
-5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$15.9M
|
-$1.1M
|
-37,829
|
-7%
|
|
|
15
|
Pasadena Private Wealth
Pasadena,
California
|
$15.8M
|
+$6.91M
|
+237,614
|
+83%
|
|
|
16
|
Abbington Investment Group
Westport,
Connecticut
|
$15.5M
|
+$1.48M
|
+50,776
|
+11%
|
|
|
17
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$15.1M
|
+$14.6M
|
+501,007
|
New
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$14.8M
|
+$458K
|
+15,764
|
+3%
|
|
|
19
|
Fielder Capital Group
Nashville,
Tennessee
|
$14.1M
|
+$1.47M
|
+50,390
|
+12%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$13.2M
|
+$9.27M
|
+318,778
|
+274%
|
|
|
21
|
Peak Financial Advisors
Denver,
Colorado
|
$13M
|
-$4.44M
|
-152,820
|
-26%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.8M
|
-$2.89M
|
-99,565
|
-19%
|
|
|
23
|
New York Life Investment Management
New York
|
$12.2M
|
-$744K
|
-25,584
|
-6%
|
|
|
24
|
Ferguson Shapiro
Decatur,
Georgia
|
$12.2M
|
+$504K
|
+17,338
|
+4%
|
|
|
25
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$12.1M
|
+$5.95M
|
+204,796
|
+105%
|
|
