|
1
|
|
$74.8M
|
+$5.88M
|
+224,547
|
+9%
|
|
|
2
|
Linscomb Wealth
Houston,
Texas
|
$58M
|
+$1.93M
|
+73,728
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$51.6M
|
+$16.6M
|
+635,703
|
+50%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$41.9M
|
+$4.63M
|
+176,916
|
+13%
|
|
|
5
|
|
$40.3M
|
+$3.69M
|
+140,832
|
+11%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$20.6M
|
+$3.63M
|
+138,849
|
+22%
|
|
|
7
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$16.3M
|
+$461K
|
+17,628
|
+3%
|
|
|
8
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$14.1M
|
+$2.47M
|
+94,314
|
+21%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$1.04M
|
+39,621
|
+8%
|
|
|
10
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$9.08M
|
-$8.29M
|
-316,734
|
-49%
|
|
|
11
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$8.97M
|
-$282K
|
-10,791
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.7M
|
+$1.01M
|
+38,712
|
+16%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.52M
|
+$575K
|
+21,954
|
+9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.93M
|
+$1.01M
|
+38,421
|
+18%
|
|
|
15
|
Bank of New York Mellon
New York
|
$6.63M
|
-$2.13M
|
-81,273
|
-25%
|
|
|
16
|
Old National Bancorp
Evansville,
Indiana
|
$5.25M
|
+$5.05M
|
+192,795
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5M
|
-$598K
|
-22,863
|
-11%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$4.35M
|
+$3.94M
|
+150,675
|
+1,660%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.31M
|
-$147K
|
-5,604
|
-3%
|
|
|
20
|
|
$4.3M
|
+$445K
|
+16,995
|
+12%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$4.14M
|
+$441K
|
+16,839
|
+12%
|
|
|
22
|
Parsec Financial Management
Asheville,
North Carolina
|
$3.96M
|
-$143K
|
-5,445
|
-4%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$3.83M
|
-$623K
|
-23,805
|
-14%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.5M
|
+$2.8M
|
+106,854
|
+495%
|
|
|
25
|
SVA Wealth Management
Madison,
Wisconsin
|
$3.37M
|
+$480K
|
+18,330
|
+17%
|
|
