|
1
|
Bank of America
Charlotte,
North Carolina
|
$61.1M
|
+$5.59M
|
+147,858
|
+10%
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$32.6M
|
-$1.59M
|
-42,167
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$26.9M
|
+$5.65M
|
+149,430
|
+26%
|
|
|
4
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$22.2M
|
+$8.07M
|
+213,329
|
+55%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$19.7M
|
-$6.38M
|
-168,725
|
-24%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.4M
|
+$1.03M
|
+27,230
|
+8%
|
|
|
7
|
|
$13.4M
|
+$1.54M
|
+40,710
|
+13%
|
|
|
8
|
|
$12.2M
|
-$611K
|
-16,151
|
-5%
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.61M
|
+$554K
|
+14,662
|
+8%
|
|
|
10
|
Arrow Investment Advisors
Laurel,
Maryland
|
$6.08M
|
-$897K
|
-23,726
|
-13%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.77M
|
+$627K
|
+16,585
|
+12%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.56M
|
-$19.2K
|
-507
|
-0.3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.32M
|
+$226K
|
+5,970
|
+4%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$4.36M
|
+$15.2K
|
+402
|
+0.3%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$4.12M
|
+$271K
|
+7,160
|
+7%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.94M
|
+$667K
|
+17,650
|
+20%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.44M
|
-$44.2K
|
-1,170
|
-1%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$3.27M
|
+$681K
|
+18,021
|
+26%
|
|
|
19
|
Dorsey Wright & Associates
Pasadena,
California
|
$3.04M
|
-$983
|
-26
|
-0%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$3M
|
-$51.7K
|
-1,366
|
-2%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$2.99M
|
+$290K
|
+7,680
|
+10%
|
|
|
22
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.72M
|
+$109K
|
+2,894
|
+4%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$2.55M
|
-$1.37M
|
-36,145
|
-34%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.52M
|
+$455K
|
+12,020
|
+21%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.34M
|
+$3.06K
|
+81
|
+0.1%
|
|
