|
1
|
Bank of America
Charlotte,
North Carolina
|
$296M
|
+$52.4M
|
+1,336,356
|
+22%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$225M
|
+$11.1M
|
+282,997
|
+5%
|
|
|
3
|
|
$166M
|
+$39.8M
|
+1,015,245
|
+32%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$164M
|
+$23.5M
|
+598,638
|
+17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$118M
|
+$12.6M
|
+320,488
|
+12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$101M
|
+$50.1M
|
+1,279,189
|
+99%
|
|
|
7
|
First Pacific Financial
Vancouver,
Washington
|
$92.4M
|
+$2.79M
|
+71,116
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$84.6M
|
+$24.6M
|
+627,369
|
+41%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$72.2M
|
+$3.31M
|
+84,412
|
+5%
|
|
|
10
|
Morton Capital Management
Calabasas,
California
|
$71.8M
|
+$478K
|
+12,189
|
+0.7%
|
|
|
11
|
Cary Street Partners
Richmond,
Virginia
|
$60M
|
-$221K
|
-5,632
|
-0.4%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$58.5M
|
+$4.53M
|
+115,586
|
+8%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$57.6M
|
+$11.3M
|
+287,417
|
+24%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$56M
|
+$22.3M
|
+570,080
|
+67%
|
|
|
15
|
|
$49.8M
|
+$5.76M
|
+147,004
|
+13%
|
|
|
16
|
TCW Group
Los Angeles,
California
|
$46.6M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.7M
|
+$13.1M
|
+334,474
|
+49%
|
|
|
18
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$39.7M
|
-$3.48M
|
-88,880
|
-8%
|
|
|
19
|
Peak Financial Advisors
Denver,
Colorado
|
$34.9M
|
+$9.99M
|
+254,784
|
+40%
|
|
|
20
|
Family Management
New York
|
$34.2M
|
+$3.26M
|
+83,260
|
+11%
|
|
|
21
|
Leelyn Smith
Geneva,
Illinois
|
$32.2M
|
+$1.21M
|
+30,815
|
+4%
|
|
|
22
|
Morling Financial Advisors
Fremont,
California
|
$32.1M
|
+$1.02M
|
+25,971
|
+3%
|
|
|
23
|
Tectonic Advisors
Frisco,
Texas
|
$29.5M
|
+$2.53M
|
+64,663
|
+9%
|
|
|
24
|
&Partners
Nashville,
Tennessee
|
$29.2M
|
+$21.2M
|
+540,831
|
+267%
|
|
|
25
|
Highline Wealth Partners
Sherman Oaks,
California
|
$26.5M
|
+$25.6M
|
+653,260
|
+3,020%
|
|
