|
1
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
+$26.1M
|
+772,095
|
+150%
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$33.3M
|
-$2.6M
|
-76,805
|
-8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$4.1M
|
+121,235
|
+29%
|
|
|
4
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$13.3M
|
+$12.5M
|
+370,101
|
New
|
|
|
5
|
|
$11.5M
|
+$2.17M
|
+64,099
|
+25%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.73M
|
+$507K
|
+15,011
|
+9%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.54M
|
+$3.18M
|
+94,100
|
+291%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$4.17M
|
+$3.93M
|
+116,293
|
New
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$4.1M
|
-$15.3K
|
-454
|
-0.4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.98M
|
+$2.28M
|
+67,409
|
+154%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.75M
|
+$347K
|
+10,262
|
+11%
|
|
|
12
|
|
$3.74M
|
+$3.29M
|
+97,250
|
+1,401%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.26M
|
+$1.03M
|
+30,472
|
+50%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.96M
|
+$2.14M
|
+63,475
|
+332%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.96M
|
+$589K
|
+17,431
|
+27%
|
|
|
16
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.56M
|
+$330K
|
+9,769
|
+16%
|
|
|
17
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.29M
|
+$1.99M
|
+58,993
|
New
|
|
|
18
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.28M
|
-$104K
|
-3,087
|
-5%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$2.07M
|
+$50.6K
|
+1,497
|
+3%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$1.9M
|
-$68
|
-2
|
-0%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.82M
|
-$148K
|
-4,376
|
-8%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$1.81M
|
+$593K
|
+17,542
|
+53%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.7M
|
+$753K
|
+22,299
|
+89%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$1.65M
|
+$1.55M
|
+45,975
|
New
|
|
|
25
|
BOS Asset Management
Springfield,
Illinois
|
$1.57M
|
+$1.48M
|
+43,835
|
New
|
|
