|
1
|
Bank of America
Charlotte,
North Carolina
|
$69.1M
|
+$15.6M
|
+254,495
|
+30%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$49.7M
|
+$48.3M
|
+786,259
|
New
|
|
|
3
|
|
$30M
|
+$566K
|
+9,223
|
+2%
|
|
|
4
|
|
$28.9M
|
+$9.68M
|
+157,633
|
+53%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$26M
|
-$5.51M
|
-89,755
|
-18%
|
|
|
6
|
|
$21.5M
|
-$15.1M
|
-245,417
|
-42%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17M
|
+$13.1M
|
+213,163
|
+15,802%
|
|
|
8
|
|
$15M
|
+$3.82M
|
+62,310
|
+36%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$14.7M
|
+$14.3M
|
+232,833
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.6M
|
+$489K
|
+7,966
|
+4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
-$8.73M
|
-142,176
|
-46%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$3.45M
|
+56,255
|
+55%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.09M
|
+$8.49M
|
+138,306
|
+2,489%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$8.66M
|
+$5.19M
|
+84,534
|
+161%
|
|
|
15
|
Private Ocean
San Rafael,
California
|
$8.05M
|
+$1.57M
|
+25,611
|
+25%
|
|
|
16
|
|
$7.67M
|
+$14.7M
|
+240,178
|
+297%
|
|
|
17
|
Nottingham Advisors
Amherst,
New York
|
$7.4M
|
+$7.19M
|
+117,149
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$5.44M
|
+$2.03M
|
+33,003
|
+62%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.63M
|
+$699K
|
+11,393
|
+18%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.28M
|
+$451K
|
+7,343
|
+12%
|
|
|
21
|
Highland Private Wealth Management
Bellevue,
Washington
|
$3.8M
|
+$3.69M
|
+60,110
|
New
|
|
|
22
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.66M
|
-$6.61M
|
-107,676
|
-65%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$3.63M
|
+$154K
|
+2,515
|
+5%
|
|
|
24
|
Natixis Advisors
Boston,
Massachusetts
|
$3.62M
|
+$96.5K
|
+1,572
|
+3%
|
|
|
25
|
Windsor Capital Management
Phoenix,
Arizona
|
$3.41M
|
+$248K
|
+4,048
|
+8%
|
|
