|
1
|
Merit Financial Group
Alpharetta,
Georgia
|
$107M
|
+$7.17M
|
+179,767
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41M
|
+$1.2M
|
+30,047
|
+3%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$26.1M
|
+$2.26M
|
+56,735
|
+9%
|
|
|
4
|
|
$25.9M
|
+$12.1M
|
+303,967
|
+84%
|
|
|
5
|
|
$21.1M
|
+$3.05M
|
+76,584
|
+16%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
-$150K
|
-3,761
|
-0.7%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$16.7M
|
+$1.26M
|
+31,680
|
+8%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$16.5M
|
-$1.31M
|
-32,778
|
-7%
|
|
|
9
|
Fort Point Capital Partners
San Francisco,
California
|
$13.5M
|
+$2.24M
|
+56,258
|
+19%
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$12.3M
|
+$1.72M
|
+43,126
|
+16%
|
|
|
11
|
Securian Asset Management
St Paul,
Minnesota
|
$9.71M
|
–
|
–
|
–
|
|
|
12
|
|
$9.68M
|
+$9.94M
|
+249,226
|
New
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$8.18M
|
+$3.22M
|
+80,821
|
+62%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$8.11M
|
-$373K
|
-9,365
|
-4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.04M
|
-$1.02M
|
-25,480
|
-11%
|
|
|
16
|
Arlington Partners
Birmingham,
Alabama
|
$7.7M
|
+$85.1K
|
+2,134
|
+1%
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7.67M
|
+$186K
|
+4,673
|
+2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.74M
|
+$1.08M
|
+27,060
|
+18%
|
|
|
19
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$6.72M
|
-$72.8K
|
-1,825
|
-1%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.39M
|
+$1.68M
|
+42,155
|
+34%
|
|
|
21
|
Tradewinds Capital Management
Bellingham,
Washington
|
$6.25M
|
+$87.5K
|
+2,194
|
+1%
|
|
|
22
|
Beacon Financial Group
Dallas,
Texas
|
$5.92M
|
+$188K
|
+4,721
|
+3%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$5.58M
|
+$1.35M
|
+33,839
|
+31%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$4.71M
|
-$222K
|
-5,560
|
-4%
|
|
|
25
|
Endurance Wealth Management
Providence,
Rhode Island
|
$4.65M
|
+$39K
|
+979
|
+0.8%
|
|
