|
1
|
|
$225M
|
-$9.25M
|
-186,051
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
-$19.5M
|
-392,939
|
-15%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$90.1M
|
+$3.43M
|
+68,942
|
+4%
|
|
|
4
|
TruWealth Advisors
Metairie,
Louisiana
|
$72.8M
|
+$2.7M
|
+54,426
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$57.1M
|
-$288K
|
-5,796
|
-0.5%
|
|
|
6
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$44.4M
|
-$2.92M
|
-58,843
|
-6%
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$29.7M
|
+$773K
|
+15,556
|
+3%
|
|
|
8
|
Gratus Capital
Atlanta,
Georgia
|
$25.8M
|
-$4.86M
|
-97,850
|
-16%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25M
|
+$3.63M
|
+73,087
|
+17%
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$24.6M
|
-$1.68M
|
-33,780
|
-6%
|
|
|
11
|
Advisors Preferred
Rockville,
Maryland
|
$22.5M
|
+$1.39M
|
+27,950
|
+7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.7M
|
+$1.02M
|
+20,542
|
+5%
|
|
|
13
|
Pasadena Private Wealth
Pasadena,
California
|
$18.3M
|
-$6.59M
|
-132,526
|
-26%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$18.1M
|
-$699K
|
-14,066
|
-4%
|
|
|
15
|
Nottingham Advisors
Amherst,
New York
|
$17.7M
|
-$1.64M
|
-33,001
|
-8%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$17.5M
|
-$295K
|
-5,929
|
-2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.5M
|
-$22.6M
|
-453,905
|
-56%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.9M
|
+$2.22M
|
+44,662
|
+15%
|
|
|
19
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$16.7M
|
-$1.3M
|
-26,210
|
-7%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$16.5M
|
+$4.04M
|
+81,268
|
+32%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$15.7M
|
+$5.7M
|
+114,764
|
+57%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$15.6M
|
-$3.79M
|
-76,292
|
-20%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
-$1.42M
|
-28,475
|
-9%
|
|
|
24
|
First Merchants Corp
Muncie,
Indiana
|
$14.2M
|
+$395K
|
+7,957
|
+3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
-$3.08M
|
-62,054
|
-18%
|
|
