|
1
|
|
$73.5M
|
+$8.1M
|
+326,421
|
+13%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$43.3M
|
+$5.62M
|
+226,269
|
+15%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$34.8M
|
+$115K
|
+4,614
|
+0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$27.3M
|
+$2.47M
|
+99,360
|
+10%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.8M
|
+$2.3M
|
+92,526
|
+11%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$21.9M
|
+$289K
|
+11,649
|
+1%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$20M
|
+$9.39M
|
+378,156
|
+90%
|
|
|
8
|
Private Vista
Chicago,
Illinois
|
$19.5M
|
+$243K
|
+9,807
|
+1%
|
|
|
9
|
Palladium Partners
Norfolk,
Virginia
|
$19.4M
|
+$607K
|
+24,450
|
+3%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$19.1M
|
+$5.53M
|
+222,666
|
+41%
|
|
|
11
|
FundX Investment Group
San Francisco,
California
|
$16.7M
|
+$1.77M
|
+71,451
|
+12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$15.1M
|
+$1.33M
|
+53,502
|
+10%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.4M
|
+$2.8M
|
+112,713
|
+27%
|
|
|
14
|
Parsec Financial Management
Asheville,
North Carolina
|
$12.7M
|
+$270K
|
+10,869
|
+2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$11.2M
|
+$504K
|
+20,310
|
+5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6M
|
+$2.42M
|
+97,374
|
+30%
|
|
|
17
|
Opus Capital Group
Cincinnati,
Ohio
|
$10.2M
|
+$289K
|
+11,652
|
+3%
|
|
|
18
|
Starfire Investment Advisers
Southfield,
Michigan
|
$7.97M
|
+$236K
|
+9,507
|
+3%
|
|
|
19
|
Cranberry Lake Advisors
Houston,
Texas
|
$7.71M
|
+$559K
|
+22,500
|
+8%
|
|
|
20
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$6.97M
|
+$127K
|
+5,112
|
+2%
|
|
|
21
|
SVA Wealth Management
Madison,
Wisconsin
|
$6.91M
|
-$4.28M
|
-172,419
|
-38%
|
|
|
22
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$6.64M
|
-$4.02K
|
-162
|
-0.1%
|
|
|
23
|
Merriman Wealth Management
Seattle,
Washington
|
$6.45M
|
+$6.38M
|
+257,100
|
New
|
|
|
24
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$6.21M
|
-$23.4K
|
-942
|
-0.4%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.12M
|
+$1.14M
|
+45,795
|
+23%
|
|
