|
1
|
LPL Financial
San Diego,
California
|
$39.9M
|
+$25.3M
|
+496,130
|
+177%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$39.1M
|
+$2.83M
|
+55,536
|
+8%
|
|
|
3
|
|
$37.7M
|
+$2.64M
|
+51,714
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$28.8M
|
+$1.26M
|
+24,735
|
+5%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$23.1M
|
-$933K
|
-18,291
|
-4%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$19M
|
-$930K
|
-18,242
|
-5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.3M
|
+$1.6M
|
+31,421
|
+11%
|
|
|
8
|
3D/L Capital Management
Hartford,
Connecticut
|
$15.6M
|
+$159K
|
+3,118
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$12.7M
|
+$887K
|
+17,399
|
+8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.3M
|
-$4.84M
|
-94,876
|
-30%
|
|
|
11
|
Shore Point Advisors
Brielle,
New Jersey
|
$10M
|
+$9.94M
|
+194,984
|
New
|
|
|
12
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$9.11M
|
+$9.04M
|
+177,299
|
New
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$6.99M
|
+$1.07M
|
+20,917
|
+18%
|
|
|
14
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$5.75M
|
-$3.69M
|
-72,451
|
-39%
|
|
|
15
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$5.21M
|
+$35.9K
|
+705
|
+0.7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.93M
|
+$1.69M
|
+33,168
|
+53%
|
|
|
17
|
9258 Wealth Management
Blue Ash,
Ohio
|
$4.77M
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4.44M
|
+$273K
|
+5,354
|
+7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.93M
|
-$172K
|
-3,371
|
-4%
|
|
|
20
|
Zurich Insurance Group
Zurich,
Switzerland
|
$3.82M
|
+$386K
|
+7,580
|
+11%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.75M
|
+$1.14M
|
+22,407
|
+44%
|
|
|
22
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$3.48M
|
-$87.6K
|
-1,719
|
-2%
|
|
|
23
|
PSI Advisors
Tampa,
Florida
|
$3.44M
|
-$5.35K
|
-105
|
-0.2%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$2.6M
|
-$13.7K
|
-268
|
-0.5%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.57M
|
+$97.5K
|
+1,912
|
+4%
|
|
