|
1
|
Farther Finance Advisors
San Francisco,
California
|
$64M
|
+$10.2M
|
+324,286
|
+19%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$22.1M
|
+$22.5K
|
+715
|
+0.1%
|
|
|
3
|
Lodestar Private Asset Management
Alamo,
California
|
$21M
|
+$1.57M
|
+49,812
|
+8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11M
|
-$72.6K
|
-2,305
|
-0.7%
|
|
|
5
|
|
$9.51M
|
-$1.78M
|
-56,518
|
-16%
|
|
|
6
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$8.82M
|
+$534K
|
+16,947
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.55M
|
-$2.95M
|
-93,583
|
-25%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$7.44M
|
+$740K
|
+23,489
|
+11%
|
|
|
9
|
LAM Group
Lake Oswego,
Oregon
|
$6.65M
|
-$86.6K
|
-2,750
|
-1%
|
|
|
10
|
Israel Discount Bank of New York
New York
|
$6.41M
|
+$710K
|
+22,534
|
+12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.4M
|
+$634K
|
+20,145
|
+13%
|
|
|
12
|
|
$5.39M
|
+$415K
|
+13,171
|
+8%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$5.12M
|
+$3.17M
|
+100,590
|
+158%
|
|
|
14
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$4.47M
|
+$199K
|
+6,309
|
+5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.29M
|
-$1.38M
|
-43,809
|
-24%
|
|
|
16
|
Financial Services Advisory
Rockville,
Maryland
|
$3.93M
|
+$716K
|
+22,748
|
+22%
|
|
|
17
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.79M
|
-$15.1K
|
-480
|
-0.4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.74M
|
-$38.6K
|
-1,225
|
-1%
|
|
|
19
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$3.59M
|
–
|
–
|
–
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$3.14M
|
+$671K
|
+21,318
|
+27%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.88M
|
+$1.11M
|
+35,139
|
+61%
|
|
|
22
|
Idaho Trust Bank
Boise,
Idaho
|
$2.81M
|
+$192K
|
+6,111
|
+7%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.63M
|
-$1.87M
|
-59,476
|
-41%
|
|
|
24
|
Aspect Partners
Fairfax,
Virginia
|
$2.55M
|
+$489K
|
+15,535
|
+23%
|
|
|
25
|
Summit Global Investments
Bountiful,
Utah
|
$2.52M
|
+$257K
|
+8,160
|
+11%
|
|
