|
1
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
-$7.88M
|
-203,726
|
-18%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$31.3M
|
+$1.41M
|
+36,400
|
+5%
|
|
|
3
|
|
$26.7M
|
+$17.8M
|
+459,472
|
+197%
|
|
|
4
|
|
$24.3M
|
-$1.97M
|
-50,947
|
-7%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$20.8M
|
+$3.13M
|
+80,836
|
+18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$20.7M
|
-$674K
|
-17,446
|
-3%
|
|
|
7
|
|
$19.6M
|
+$5.47M
|
+141,364
|
+38%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$18M
|
+$686K
|
+17,753
|
+4%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$13.5M
|
+$336K
|
+8,691
|
+3%
|
|
|
10
|
Fort Point Capital Partners
San Francisco,
California
|
$10.9M
|
-$795K
|
-20,555
|
-7%
|
|
|
11
|
Securian Asset Management
St Paul,
Minnesota
|
$9.63M
|
–
|
–
|
–
|
|
|
12
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$9.61M
|
+$754K
|
+19,509
|
+8%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$9.38M
|
+$985K
|
+25,476
|
+12%
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
$9.15M
|
-$2.79M
|
-72,171
|
-23%
|
|
|
15
|
Arlington Partners
Birmingham,
Alabama
|
$8.89M
|
+$1.09M
|
+28,258
|
+14%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.67M
|
+$71.9K
|
+1,860
|
+0.9%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.65M
|
+$301K
|
+7,783
|
+4%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$7.6M
|
-$317K
|
-8,207
|
-4%
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$7.21M
|
+$660K
|
+17,063
|
+10%
|
|
|
20
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$6.77M
|
-$27.4K
|
-710
|
-0.4%
|
|
|
21
|
Beacon Financial Group
Dallas,
Texas
|
$6.3M
|
+$61.8K
|
+1,599
|
+1%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$6M
|
-$529K
|
-13,691
|
-8%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$4.85M
|
+$91.5K
|
+2,366
|
+2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.82M
|
+$34.7K
|
+898
|
+0.7%
|
|
|
25
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$4.82M
|
+$999K
|
+25,830
|
+26%
|
|
