|
1
|
|
$116M
|
+$13.5M
|
+476,979
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$63.7M
|
+$10.3M
|
+363,483
|
+20%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$60.6M
|
+$8.11M
|
+286,212
|
+16%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$58.7M
|
+$1.56M
|
+55,023
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$52.7M
|
+$8.12M
|
+286,842
|
+18%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$25.7M
|
+$800K
|
+28,251
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
+$5.87M
|
+207,303
|
+51%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$1.66M
|
+58,458
|
+11%
|
|
|
9
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$15.8M
|
-$774K
|
-27,318
|
-5%
|
|
|
10
|
Parsec Financial Management
Asheville,
North Carolina
|
$14.5M
|
+$10.2M
|
+358,446
|
+241%
|
|
|
11
|
Cumberland Advisors
Sarasota,
Florida
|
$13.2M
|
+$9.11M
|
+321,690
|
+230%
|
|
|
12
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$12.2M
|
+$863K
|
+30,453
|
+8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.94M
|
+$589K
|
+20,805
|
+6%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.89M
|
+$329K
|
+11,625
|
+3%
|
|
|
15
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$9.5M
|
-$549K
|
-19,398
|
-6%
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$8.92M
|
-$133K
|
-4,710
|
-1%
|
|
|
17
|
Bank of New York Mellon
New York
|
$8.66M
|
-$3.76M
|
-132,681
|
-31%
|
|
|
18
|
NewFocus Financial Group
Vancouver,
Washington
|
$7.88M
|
+$7.03M
|
+248,169
|
+935%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.88M
|
-$124K
|
-4,383
|
-2%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.69M
|
+$1.8M
|
+63,660
|
+31%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$7.59M
|
+$1.2M
|
+42,495
|
+19%
|
|
|
22
|
|
$7.08M
|
+$1.71M
|
+60,516
|
+32%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.82M
|
+$4.6M
|
+162,486
|
+216%
|
|
|
24
|
SVA Wealth Management
Madison,
Wisconsin
|
$6.24M
|
+$1.77M
|
+62,358
|
+40%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$5.56M
|
+$5.49M
|
+193,884
|
New
|
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