|
1
|
|
$276M
|
+$65.3M
|
+1,303,813
|
+31%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$160M
|
+$10.2M
|
+203,303
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$117M
|
+$17.9M
|
+357,293
|
+18%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.8M
|
+$30.3M
|
+603,873
|
+130%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$44.2M
|
+$3.5M
|
+69,878
|
+9%
|
|
|
6
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$34.1M
|
+$6.9M
|
+137,595
|
+26%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.9M
|
–
|
–
|
–
|
|
|
8
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$25.7M
|
+$22.9M
|
+456,145
|
+856%
|
|
|
9
|
Nottingham Advisors
Amherst,
New York
|
$24.6M
|
+$3.16M
|
+63,117
|
+15%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$24.3M
|
+$5.49M
|
+109,487
|
+29%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23M
|
+$2.63M
|
+52,533
|
+13%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
+$4.06M
|
+80,982
|
+26%
|
|
|
13
|
CWH Capital Management
Spokane,
Washington
|
$18.4M
|
-$2.13M
|
-42,592
|
-10%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$17.7M
|
+$302K
|
+6,027
|
+2%
|
|
|
15
|
Pasadena Private Wealth
Pasadena,
California
|
$15.9M
|
+$8.37M
|
+167,018
|
+113%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
-$1.35M
|
-26,946
|
-8%
|
|
|
17
|
|
$15M
|
-$52.8M
|
-1,053,416
|
-78%
|
|
|
18
|
WESCAP Management Group
Glendale,
California
|
$13.9M
|
+$2.91M
|
+58,077
|
+27%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.8M
|
+$2.31M
|
+46,160
|
+20%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.3M
|
-$4.65M
|
-92,713
|
-27%
|
|
|
21
|
Renaissance Technologies
New York
|
$12.2M
|
+$5.71M
|
+114,000
|
+89%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$12.1M
|
+$11.9M
|
+237,867
|
+19,214%
|
|
|
23
|
First Merchants Corp
Muncie,
Indiana
|
$11.6M
|
-$34.2K
|
-682
|
-0.3%
|
|
|
24
|
Detalus Advisors
St. Louis,
Missouri
|
$11.3M
|
+$725K
|
+14,462
|
+7%
|
|
|
25
|
Legacy Wealth Planning
Reno,
Nevada
|
$9.37M
|
+$8.1M
|
+161,673
|
+669%
|
|
