|
1
|
|
$77.5M
|
+$144K
|
+5,272
|
+0.2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$62M
|
-$1.03M
|
-37,832
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$52.3M
|
+$8.22M
|
+300,717
|
+18%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$34M
|
+$1.4M
|
+51,073
|
+4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$30.5M
|
+$1.21M
|
+44,277
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$26M
|
-$14.7M
|
-538,118
|
-36%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$24.4M
|
+$352K
|
+12,894
|
+1%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$22.1M
|
-$58.1K
|
-2,124
|
-0.3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.6M
|
+$3.11M
|
+113,582
|
+17%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.6M
|
+$1.11M
|
+40,675
|
+6%
|
|
|
11
|
Parsec Financial Management
Asheville,
North Carolina
|
$18.7M
|
-$298K
|
-10,883
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.7M
|
+$1.22M
|
+44,477
|
+7%
|
|
|
13
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$16.1M
|
+$16.2M
|
+594,026
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
+$192K
|
+7,021
|
+1%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14M
|
-$304K
|
-11,136
|
-2%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.9M
|
+$478K
|
+17,501
|
+4%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$11.8M
|
+$427K
|
+15,619
|
+4%
|
|
|
18
|
Salomon & Ludwin
Richmond,
Virginia
|
$11.3M
|
-$74.5K
|
-2,726
|
-0.6%
|
|
|
19
|
Opus Capital Group
Cincinnati,
Ohio
|
$9.99M
|
-$188K
|
-6,888
|
-2%
|
|
|
20
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$9.67M
|
+$554K
|
+20,252
|
+6%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.2M
|
+$1.35M
|
+49,506
|
+17%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.07M
|
+$855K
|
+31,286
|
+10%
|
|
|
23
|
Palladium Partners
Norfolk,
Virginia
|
$8.77M
|
-$284K
|
-10,378
|
-3%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$8.26M
|
-$65.8K
|
-2,407
|
-0.8%
|
|
|
25
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$8.13M
|
–
|
–
|
–
|
|
