|
1
|
Bank of America
Charlotte,
North Carolina
|
$244M
|
+$55.7M
|
+1,409,031
|
+29%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$214M
|
+$11.1M
|
+280,436
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$141M
|
+$27.2M
|
+689,066
|
+24%
|
|
|
4
|
|
$126M
|
+$40M
|
+1,011,670
|
+46%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$105M
|
+$7.07M
|
+178,688
|
+7%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$89.8M
|
+$4.35M
|
+110,107
|
+5%
|
|
|
7
|
Morton Capital Management
Calabasas,
California
|
$71.5M
|
+$7.25M
|
+183,412
|
+11%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$69M
|
+$22.6M
|
+572,235
|
+48%
|
|
|
9
|
Cary Street Partners
Richmond,
Virginia
|
$60.4M
|
+$2.57M
|
+65,118
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.1M
|
+$9.61M
|
+243,084
|
+19%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$54.1M
|
+$6.18M
|
+156,345
|
+13%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$50.6M
|
+$18.9M
|
+478,829
|
+59%
|
|
|
13
|
TCW Group
Los Angeles,
California
|
$46.7M
|
–
|
–
|
–
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$46.4M
|
+$6.36M
|
+160,899
|
+16%
|
|
|
15
|
|
$44.2M
|
+$7.84M
|
+198,312
|
+21%
|
|
|
16
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$43.2M
|
-$3.35M
|
-84,620
|
-7%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$33.7M
|
-$19.3M
|
-487,281
|
-36%
|
|
|
18
|
Morling Financial Advisors
Fremont,
California
|
$31.2M
|
+$2.19M
|
+55,311
|
+7%
|
|
|
19
|
Leelyn Smith
Geneva,
Illinois
|
$31.1M
|
+$2.12M
|
+53,635
|
+7%
|
|
|
20
|
Family Management
New York
|
$31M
|
+$15.7M
|
+396,463
|
+101%
|
|
|
21
|
Tectonic Advisors
Frisco,
Texas
|
$27M
|
+$1.61M
|
+40,755
|
+6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.6M
|
+$917K
|
+23,180
|
+4%
|
|
|
23
|
Peak Financial Advisors
Denver,
Colorado
|
$24.9M
|
-$287K
|
-7,262
|
-1%
|
|
|
24
|
NFP Retirement Inc
Aliso Viejo,
California
|
$21.1M
|
+$21.2M
|
+536,243
|
New
|
|
|
25
|
True North Advisors
Dallas,
Texas
|
$20M
|
+$5.99M
|
+151,556
|
+42%
|
|
