|
1
|
|
$658M
|
+$150M
|
+4,844,984
|
+30%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$65.6M
|
+$908K
|
+29,361
|
+1%
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
$56.3M
|
-$10.1M
|
-327,845
|
-15%
|
|
|
4
|
|
$48.8M
|
+$4.7M
|
+152,051
|
+11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$44M
|
+$9.22M
|
+298,167
|
+27%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$33M
|
+$32.6M
|
+1,055,424
|
New
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$26.3M
|
+$26M
|
+841,271
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
+$9.67M
|
+312,798
|
+77%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.1M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$9.09M
|
+$546K
|
+17,659
|
+6%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$8.21M
|
-$432K
|
-13,954
|
-5%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.83M
|
+$544K
|
+17,598
|
+8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.15M
|
+$713K
|
+23,044
|
+11%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.44M
|
+$1.28M
|
+41,324
|
+25%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$5.04M
|
-$5.09M
|
-164,547
|
-50%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.67M
|
+$303K
|
+9,786
|
+9%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$3.59M
|
-$1.13M
|
-36,570
|
-23%
|
|
|
18
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.25M
|
+$1.16M
|
+37,539
|
+57%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.16M
|
+$638K
|
+20,644
|
+26%
|
|
|
20
|
|
$2.57M
|
+$2.55M
|
+82,310
|
New
|
|
|
21
|
Venturi Wealth Management
Austin,
Texas
|
$1.88M
|
+$841K
|
+27,193
|
+82%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$1.39M
|
-$31.6K
|
-1,023
|
-2%
|
|
|
23
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.38M
|
+$307K
|
+9,939
|
+29%
|
|
|
24
|
Peak Capital Management
Greenwood Village,
Colorado
|
$1.33M
|
+$1.32M
|
+42,570
|
New
|
|
|
25
|
WhitTier Trust Company
Reno,
Nevada
|
$1.15M
|
-$24.7K
|
-799
|
-2%
|
|
