|
1
|
|
$88.2M
|
+$2.66M
|
+95,449
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$66.1M
|
-$671K
|
-24,064
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$52.4M
|
-$2.48M
|
-88,894
|
-5%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$37.6M
|
+$3.2M
|
+114,595
|
+10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$30.8M
|
-$1.32M
|
-47,365
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$30.8M
|
+$3.64M
|
+130,687
|
+14%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$27.5M
|
+$927K
|
+33,231
|
+4%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.5M
|
-$354K
|
-12,685
|
-2%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$19.5M
|
-$3.65K
|
-131
|
-0%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19M
|
-$1.54M
|
-55,330
|
-8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18M
|
-$1.21M
|
-43,455
|
-6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
+$961K
|
+34,479
|
+6%
|
|
|
13
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$16.7M
|
-$365K
|
-13,096
|
-2%
|
|
|
14
|
Parsec Financial Management
Asheville,
North Carolina
|
$16.6M
|
-$2.35M
|
-84,190
|
-13%
|
|
|
15
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$15.1M
|
+$14.7M
|
+525,546
|
New
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.9M
|
-$402K
|
-14,424
|
-3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.6M
|
-$736K
|
-26,404
|
-6%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$11.9M
|
+$1.38M
|
+49,416
|
+14%
|
|
|
19
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$11.1M
|
+$244K
|
+8,734
|
+2%
|
|
|
20
|
Salomon & Ludwin
Richmond,
Virginia
|
$10.8M
|
-$878K
|
-31,501
|
-8%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.46M
|
+$356K
|
+12,760
|
+4%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$9.22M
|
+$169K
|
+6,064
|
+2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.89M
|
+$304K
|
+10,898
|
+4%
|
|
|
24
|
Opus Capital Group
Cincinnati,
Ohio
|
$8.81M
|
+$181K
|
+6,504
|
+2%
|
|
|
25
|
Palladium Partners
Norfolk,
Virginia
|
$8.71M
|
-$1.75M
|
-62,775
|
-17%
|
|
