|
1
|
|
$64.8M
|
+$4.77M
|
+191,382
|
+8%
|
|
|
2
|
Linscomb Wealth
Houston,
Texas
|
$52.8M
|
+$854K
|
+34,299
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$35M
|
+$3.83M
|
+153,876
|
+13%
|
|
|
4
|
|
$34.4M
|
-$2.61M
|
-104,811
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$32.4M
|
-$2.72M
|
-109,191
|
-8%
|
|
|
6
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$16.4M
|
+$8.4M
|
+337,047
|
+108%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$15.9M
|
+$2.64M
|
+106,095
|
+21%
|
|
|
8
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$14.9M
|
+$632K
|
+25,362
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12.1M
|
+$1.66M
|
+66,657
|
+16%
|
|
|
10
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$11.3M
|
-$285K
|
-11,451
|
-3%
|
|
|
11
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$8.74M
|
+$113K
|
+4,530
|
+1%
|
|
|
12
|
Bank of New York Mellon
New York
|
$8.34M
|
+$1.8M
|
+72,063
|
+29%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.53M
|
+$469K
|
+18,837
|
+8%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.27M
|
+$410K
|
+16,467
|
+7%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$5.56M
|
+$508K
|
+20,391
|
+10%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.3M
|
-$593K
|
-23,823
|
-10%
|
|
|
17
|
Tower Trust
Fort Wayne,
Indiana
|
$5M
|
-$34.4K
|
-1,380
|
-0.7%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$4.23M
|
+$4.1M
|
+164,637
|
New
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.21M
|
-$608K
|
-24,390
|
-13%
|
|
|
20
|
Parsec Financial Management
Asheville,
North Carolina
|
$3.87M
|
-$612K
|
-24,582
|
-14%
|
|
|
21
|
|
$3.63M
|
+$100K
|
+4,026
|
+3%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$3.47M
|
+$3.37M
|
+135,216
|
New
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.91M
|
+$165K
|
+6,639
|
+6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.86M
|
+$321K
|
+12,897
|
+13%
|
|
|
25
|
SVA Wealth Management
Madison,
Wisconsin
|
$2.71M
|
+$629K
|
+25,263
|
+31%
|
|
