|
1
|
Bank of America
Charlotte,
North Carolina
|
$74.2M
|
+$3.87M
|
+60,611
|
+6%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$65.1M
|
+$14.5M
|
+226,437
|
+29%
|
|
|
3
|
|
$36.8M
|
+$6.16M
|
+96,441
|
+20%
|
|
|
4
|
|
$34.1M
|
+$4.63M
|
+72,442
|
+16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$31.5M
|
+$4.99M
|
+78,095
|
+19%
|
|
|
6
|
|
$24.6M
|
+$2.81M
|
+44,011
|
+13%
|
|
|
7
|
|
$17.2M
|
+$1.91M
|
+29,874
|
+13%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17M
|
–
|
–
|
–
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.6M
|
+$793K
|
+12,415
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
+$3.48M
|
+54,577
|
+34%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$13M
|
+$4.19M
|
+65,640
|
+48%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
+$1.51M
|
+23,623
|
+14%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11M
|
+$1.75M
|
+27,414
|
+19%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$4.97M
|
+77,905
|
+90%
|
|
|
15
|
Private Ocean
San Rafael,
California
|
$9.45M
|
+$1.24M
|
+19,415
|
+15%
|
|
|
16
|
|
$9.17M
|
+$493K
|
+7,714
|
+2%
|
|
|
17
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$8.68M
|
+$5.5M
|
+86,202
|
+177%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
$7.71M
|
+$171K
|
+2,680
|
+2%
|
|
|
19
|
Highland Private Wealth Management
Bellevue,
Washington
|
$6.94M
|
+$3.05M
|
+47,800
|
+80%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.55M
|
+$833K
|
+13,042
|
+18%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.3M
|
+$2.28M
|
+35,672
|
+76%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.02M
|
+$658K
|
+10,306
|
+15%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$4.31M
|
+$602K
|
+9,434
|
+16%
|
|
|
24
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.72M
|
–
|
–
|
–
|
|
|
25
|
Windsor Capital Management
Phoenix,
Arizona
|
$3.54M
|
+$61.8K
|
+968
|
+2%
|
|
