|
1
|
Merit Financial Group
Alpharetta,
Georgia
|
$101M
|
+$52.2M
|
+1,353,042
|
+110%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$40.2M
|
+$6.79M
|
+175,728
|
+21%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$24.1M
|
+$3.29M
|
+85,133
|
+16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$21M
|
+$6.34M
|
+164,242
|
+44%
|
|
|
5
|
|
$18.3M
|
+$2.87M
|
+74,355
|
+19%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$17.9M
|
+$1.44M
|
+37,252
|
+9%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$15.6M
|
+$885K
|
+22,918
|
+6%
|
|
|
8
|
|
$14.2M
|
-$3.31M
|
-85,744
|
-19%
|
|
|
9
|
Fort Point Capital Partners
San Francisco,
California
|
$11.4M
|
+$3.32M
|
+86,010
|
+42%
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$10.7M
|
-$776K
|
-20,107
|
-7%
|
|
|
11
|
Securian Asset Management
St Paul,
Minnesota
|
$9.79M
|
–
|
–
|
–
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$9.12M
|
+$1.1M
|
+28,552
|
+14%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.1M
|
+$1.33M
|
+34,453
|
+17%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$8.54M
|
-$1.89M
|
-49,070
|
-18%
|
|
|
15
|
Arlington Partners
Birmingham,
Alabama
|
$7.69M
|
+$479K
|
+12,403
|
+7%
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7.56M
|
+$1.04M
|
+26,926
|
+16%
|
|
|
17
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$6.85M
|
-$126K
|
-3,261
|
-2%
|
|
|
18
|
Tradewinds Capital Management
Bellingham,
Washington
|
$6.22M
|
+$6.11M
|
+158,222
|
+32,224%
|
|
|
19
|
Beacon Financial Group
Dallas,
Texas
|
$5.89M
|
–
|
–
|
–
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$5.73M
|
+$251K
|
+6,488
|
+5%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$5.08M
|
+$621K
|
+16,074
|
+14%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$4.97M
|
+$99.4K
|
+2,575
|
+2%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.79M
|
+$2.89M
|
+74,947
|
+158%
|
|
|
24
|
Endurance Wealth Management
Providence,
Rhode Island
|
$4.66M
|
+$135K
|
+3,506
|
+3%
|
|
|
25
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$4.51M
|
-$1.27M
|
-32,829
|
-22%
|
|
