|
1
|
|
$90.8M
|
-$5.08M
|
-187,737
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$61.9M
|
+$4.62M
|
+170,454
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$57.8M
|
+$4.22M
|
+155,727
|
+7%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$53.7M
|
+$1.11M
|
+41,052
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$40.6M
|
-$3.6M
|
-132,789
|
-8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$25.6M
|
+$4.75M
|
+175,398
|
+22%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$23.7M
|
-$266K
|
-9,813
|
-1%
|
|
|
8
|
Parsec Financial Management
Asheville,
North Carolina
|
$19.1M
|
+$2.71M
|
+100,218
|
+16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$181K
|
+6,678
|
+1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.2M
|
+$403K
|
+14,895
|
+3%
|
|
|
11
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$11.3M
|
-$658K
|
-24,318
|
-5%
|
|
|
12
|
SVA Wealth Management
Madison,
Wisconsin
|
$11.2M
|
+$5.22M
|
+192,663
|
+81%
|
|
|
13
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$9.17M
|
+$113K
|
+4,155
|
+1%
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$8.07M
|
-$30.1K
|
-1,113
|
-0.4%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.02M
|
+$7.9M
|
+291,720
|
+1,603%
|
|
|
16
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.97M
|
+$245K
|
+9,066
|
+3%
|
|
|
17
|
NewFocus Financial Group
Vancouver,
Washington
|
$7.6M
|
+$309K
|
+11,412
|
+4%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.54M
|
+$30.1K
|
+1,113
|
+0.4%
|
|
|
19
|
ProVise Management Group
Clearwater,
Florida
|
$6.83M
|
-$305K
|
-11,253
|
-4%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.83M
|
+$5.3M
|
+195,870
|
+289%
|
|
|
21
|
|
$6.72M
|
+$93.2K
|
+3,441
|
+1%
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$5.96M
|
–
|
–
|
–
|
|
|
23
|
Bank of New York Mellon
New York
|
$5.91M
|
-$955K
|
-35,283
|
-13%
|
|
|
24
|
|
$5.74M
|
+$1.86M
|
+68,634
|
+45%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$5.39M
|
+$301K
|
+11,100
|
+6%
|
|
