|
1
|
|
$41.8M
|
+$35.1M
|
+895,903
|
+407%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$37.3M
|
+$5.49M
|
+140,140
|
+16%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$28.5M
|
+$29.2M
|
+745,191
|
+4,468%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$24.3M
|
-$1.76M
|
-44,775
|
-6%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$24.2M
|
+$1.67M
|
+42,486
|
+7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$3.02M
|
+77,159
|
+20%
|
|
|
7
|
|
$17.3M
|
-$1.57M
|
-40,180
|
-8%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$15.3M
|
+$53.4K
|
+1,362
|
+0.3%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$11.3M
|
+$456K
|
+11,627
|
+4%
|
|
|
10
|
Securian Asset Management
St Paul,
Minnesota
|
$9.36M
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.9M
|
+$1.35M
|
+34,364
|
+17%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$7.68M
|
-$2.47M
|
-62,915
|
-23%
|
|
|
13
|
WESPAC Advisors SoCal
Pasadena,
California
|
$7.48M
|
+$326K
|
+8,325
|
+4%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$6.34M
|
-$23.6K
|
-601
|
-0.4%
|
|
|
15
|
Beacon Financial Group
Dallas,
Texas
|
$5.7M
|
+$5.98M
|
+152,615
|
New
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.99M
|
-$251K
|
-6,396
|
-5%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.57M
|
-$859K
|
-21,920
|
-15%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.46M
|
-$2.99M
|
-76,253
|
-39%
|
|
|
19
|
Endurance Wealth Management
Providence,
Rhode Island
|
$4.23M
|
-$5.64M
|
-143,908
|
-56%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$3.77M
|
+$643K
|
+16,413
|
+19%
|
|
|
21
|
United Bank (Virginia)
Vienna,
Virginia
|
$3.33M
|
-$2.21M
|
-56,354
|
-39%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$3.06M
|
+$549K
|
+14,003
|
+21%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$2.79M
|
+$192K
|
+4,906
|
+7%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.5M
|
-$1.04M
|
-26,461
|
-28%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$2.26M
|
–
|
–
|
–
|
|
