|
1
|
Bank of America
Charlotte,
North Carolina
|
$59.2M
|
-$5.04M
|
-137,305
|
-8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$22.5M
|
-$3.95M
|
-107,663
|
-16%
|
|
|
3
|
|
$19.7M
|
+$4.3M
|
+117,166
|
+30%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.7M
|
-$381K
|
-10,366
|
-3%
|
|
|
5
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$13.2M
|
-$9.94M
|
-270,832
|
-44%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.56M
|
-$1.19M
|
-32,410
|
-13%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.82M
|
+$3.31M
|
+90,281
|
+81%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$7.29M
|
+$1.28M
|
+34,923
|
+23%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$6.91M
|
-$1.5M
|
-40,843
|
-19%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.37M
|
+$598K
|
+16,299
|
+11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.78M
|
+$91K
|
+2,478
|
+2%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.08M
|
-$760K
|
-20,710
|
-14%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$4.27M
|
-$21.1K
|
-574
|
-0.5%
|
|
|
14
|
Tidemark
San Diego,
California
|
$3.92M
|
+$3.7M
|
+100,703
|
New
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.81M
|
-$52.4K
|
-1,426
|
-1%
|
|
|
16
|
|
$3.46M
|
-$3.81M
|
-103,695
|
-54%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$3.2M
|
+$7.49K
|
+204
|
+0.2%
|
|
|
18
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.09M
|
+$103K
|
+2,819
|
+4%
|
|
|
19
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.93M
|
-$44.3K
|
-1,206
|
-2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$2.71M
|
+$138K
|
+3,772
|
+6%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2.69M
|
-$1.13M
|
-30,704
|
-31%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$2.69M
|
+$35.1K
|
+955
|
+1%
|
|
|
23
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2.61M
|
+$528K
|
+14,378
|
+27%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.58M
|
+$137K
|
+3,725
|
+6%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.38M
|
-$144K
|
-3,923
|
-6%
|
|
