|
1
|
Merit Financial Group
Alpharetta,
Georgia
|
$45.6M
|
+$4.16M
|
+124,051
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31.7M
|
-$3.45M
|
-103,088
|
-11%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$19.7M
|
-$1.81M
|
-54,045
|
-9%
|
|
|
4
|
|
$16.7M
|
-$15.3M
|
-456,639
|
-50%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$15.6M
|
+$14M
|
+419,158
|
New
|
|
|
6
|
|
$14.6M
|
-$5.55M
|
-165,590
|
-30%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$14M
|
+$534K
|
+15,944
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$13.8M
|
-$4.23M
|
-126,210
|
-25%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$10.9M
|
-$304K
|
-9,071
|
-3%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$9.95M
|
-$13.1M
|
-389,898
|
-59%
|
|
|
11
|
Securian Asset Management
St Paul,
Minnesota
|
$9.31M
|
–
|
–
|
–
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$7.71M
|
+$452K
|
+13,495
|
+7%
|
|
|
13
|
Fort Point Capital Partners
San Francisco,
California
|
$7.64M
|
+$1.15M
|
+34,350
|
+20%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.37M
|
-$33.9M
|
-1,010,848
|
-84%
|
|
|
15
|
Arlington Partners
Birmingham,
Alabama
|
$6.84M
|
+$310K
|
+9,256
|
+5%
|
|
|
16
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$6.63M
|
+$29.9K
|
+892
|
+0.5%
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$6.18M
|
+$1.78M
|
+52,985
|
+47%
|
|
|
18
|
Beacon Financial Group
Dallas,
Texas
|
$5.89M
|
-$76.3K
|
-2,276
|
-1%
|
|
|
19
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$5.51M
|
+$850K
|
+25,379
|
+21%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$5.21M
|
-$1.99M
|
-59,280
|
-30%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$4.65M
|
+$3.8M
|
+113,428
|
+979%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$4.63M
|
-$170K
|
-5,065
|
-4%
|
|
|
23
|
Endurance Wealth Management
Providence,
Rhode Island
|
$4.29M
|
-$36K
|
-1,075
|
-0.9%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$4.23M
|
-$281K
|
-8,373
|
-7%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$4.02M
|
-$7.49M
|
-223,419
|
-67%
|
|
