|
1
|
|
$96.5M
|
+$3.45M
|
+127,416
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$53.4M
|
+$848K
|
+31,302
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$43.1M
|
+$3.46M
|
+127,524
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$39.6M
|
+$4.08M
|
+150,522
|
+11%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$23.3M
|
-$226K
|
-8,346
|
-1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.9M
|
+$1.28M
|
+47,085
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$22.6M
|
+$932K
|
+34,383
|
+4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.1M
|
+$1.52M
|
+55,968
|
+8%
|
|
|
9
|
Palladium Partners
Norfolk,
Virginia
|
$20.9M
|
-$35.5K
|
-1,311
|
-0.2%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$20.7M
|
+$355K
|
+13,083
|
+2%
|
|
|
11
|
Parsec Financial Management
Asheville,
North Carolina
|
$15.6M
|
+$1.63M
|
+60,303
|
+12%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.4M
|
-$350K
|
-12,933
|
-2%
|
|
|
13
|
Private Vista
Chicago,
Illinois
|
$13.4M
|
-$5M
|
-184,545
|
-27%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$13M
|
+$561K
|
+20,712
|
+4%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.5M
|
+$1.42M
|
+52,563
|
+14%
|
|
|
16
|
Opus Capital Group
Cincinnati,
Ohio
|
$10.7M
|
-$227K
|
-8,379
|
-2%
|
|
|
17
|
Huntington National Bank
Columbus,
Ohio
|
$10.6M
|
–
|
–
|
–
|
|
|
18
|
Cranberry Lake Advisors
Houston,
Texas
|
$9.17M
|
+$406K
|
+15,000
|
+5%
|
|
|
19
|
Starfire Investment Advisers
Southfield,
Michigan
|
$8.74M
|
+$42.9K
|
+1,584
|
+0.5%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.32M
|
+$1.01M
|
+37,119
|
+14%
|
|
|
21
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$7.87M
|
+$380K
|
+14,040
|
+5%
|
|
|
22
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$7.69M
|
-$153K
|
-5,646
|
-2%
|
|
|
23
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$7.69M
|
+$151K
|
+5,580
|
+2%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$7.48M
|
+$603K
|
+22,242
|
+9%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$7.47M
|
+$4.2M
|
+155,091
|
+126%
|
|
