|
1
|
|
$217M
|
-$7.11M
|
-143,463
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$104M
|
+$14.5M
|
+292,358
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
-$8.06M
|
-162,645
|
-7%
|
|
|
4
|
TruWealth Advisors
Metairie,
Louisiana
|
$75.3M
|
+$2.75M
|
+55,583
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$66.9M
|
+$10M
|
+201,772
|
+17%
|
|
|
6
|
Gratus Capital
Atlanta,
Georgia
|
$53.3M
|
+$27.7M
|
+559,105
|
+108%
|
|
|
7
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$52M
|
+$7.77M
|
+156,837
|
+17%
|
|
|
8
|
|
$40.1M
|
+$36.7M
|
+740,832
|
+1,055%
|
|
|
9
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$24.3M
|
-$5.28M
|
-106,544
|
-18%
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$23.3M
|
-$1.26M
|
-25,467
|
-5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.6M
|
+$1M
|
+20,187
|
+5%
|
|
|
12
|
Pasadena Private Wealth
Pasadena,
California
|
$19M
|
+$745K
|
+15,035
|
+4%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.4M
|
+$1.53M
|
+30,874
|
+9%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$17.9M
|
+$1.42M
|
+28,718
|
+9%
|
|
|
15
|
First Merchants Corp
Muncie,
Indiana
|
$17.8M
|
+$3.62M
|
+72,978
|
+25%
|
|
|
16
|
Nottingham Advisors
Amherst,
New York
|
$17.2M
|
-$517K
|
-10,431
|
-3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.8M
|
-$613K
|
-12,371
|
-4%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$16.6M
|
-$825K
|
-16,647
|
-5%
|
|
|
19
|
Vickerman Investment Advisors
Spokane,
Washington
|
$14.2M
|
+$1.78M
|
+35,925
|
+14%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.2M
|
-$10.8M
|
-217,075
|
-43%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
-$782K
|
-15,770
|
-6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
-$1.23M
|
-24,845
|
-9%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.1M
|
-$2.18M
|
-44,015
|
-15%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.1M
|
+$189K
|
+3,812
|
+2%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$11M
|
-$4.52M
|
-91,308
|
-29%
|
|
