|
1
|
|
$54.6M
|
-$7.26M
|
-327,567
|
-11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$37.2M
|
+$941K
|
+42,498
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$28.1M
|
+$1.28M
|
+57,729
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$23.2M
|
+$12.4M
|
+558,060
|
+106%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.4M
|
-$817K
|
-36,867
|
-4%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$18.6M
|
+$154K
|
+6,945
|
+0.8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.5M
|
+$1.06M
|
+47,823
|
+6%
|
|
|
8
|
Palladium Partners
Norfolk,
Virginia
|
$16.2M
|
+$319K
|
+14,406
|
+2%
|
|
|
9
|
Private Vista
Chicago,
Illinois
|
$13.3M
|
+$15.4M
|
+694,263
|
New
|
|
|
10
|
Parsec Financial Management
Asheville,
North Carolina
|
$10.1M
|
+$651K
|
+29,397
|
+7%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$9.82M
|
+$272K
|
+12,291
|
+3%
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.24M
|
+$189K
|
+8,535
|
+2%
|
|
|
13
|
SVA Wealth Management
Madison,
Wisconsin
|
$9.19M
|
+$286K
|
+12,897
|
+3%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.32M
|
+$489K
|
+22,089
|
+6%
|
|
|
15
|
Cranberry Lake Advisors
Houston,
Texas
|
$8.12M
|
+$831K
|
+37,500
|
+11%
|
|
|
16
|
Opus Capital Group
Cincinnati,
Ohio
|
$7.92M
|
+$384K
|
+17,328
|
+5%
|
|
|
17
|
TMD & Associates
Scottsdale,
Arizona
|
$6.98M
|
+$7.14M
|
+322,422
|
New
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$6.67M
|
+$89.2K
|
+4,029
|
+1%
|
|
|
19
|
Starfire Investment Advisers
Southfield,
Michigan
|
$6.06M
|
+$129K
|
+5,820
|
+2%
|
|
|
20
|
Gupta Wealth Management
San Diego,
California
|
$5.86M
|
-$677K
|
-30,585
|
-10%
|
|
|
21
|
Vicus Capital
State College,
Pennsylvania
|
$5.81M
|
+$107K
|
+4,842
|
+2%
|
|
|
22
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$5.42M
|
+$232K
|
+10,470
|
+4%
|
|
|
23
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.38M
|
+$392K
|
+17,715
|
+8%
|
|
|
24
|
Beacon Financial Group
Dallas,
Texas
|
$4.84M
|
+$480K
|
+21,648
|
+11%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.72M
|
+$462K
|
+20,874
|
+11%
|
|
