|
1
|
Bank of America
Charlotte,
North Carolina
|
$529M
|
+$11.2M
|
+217,548
|
+2%
|
|
|
2
|
|
$107M
|
+$6.11M
|
+119,036
|
+6%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$90.6M
|
+$993K
|
+19,360
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$56.2M
|
+$1.82M
|
+35,564
|
+3%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$51.3M
|
+$943K
|
+18,372
|
+2%
|
|
|
6
|
HSBC Holdings
London,
United Kingdom
|
$36.9M
|
+$2.14M
|
+41,749
|
+6%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.9M
|
+$4.1M
|
+79,953
|
+18%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.8M
|
+$1.01M
|
+19,638
|
+4%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$24.2M
|
+$3.61M
|
+70,401
|
+18%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$23.3M
|
-$24.7K
|
-481
|
-0.1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.7M
|
+$6.36M
|
+123,985
|
+43%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.7M
|
-$97.3K
|
-1,897
|
-0.5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$20M
|
+$2.99M
|
+58,225
|
+18%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.7M
|
+$69K
|
+1,345
|
+0.4%
|
|
|
15
|
Curi RMB Capital
Chicago,
Illinois
|
$19.5M
|
+$536K
|
+10,447
|
+3%
|
|
|
16
|
Touchstone Capital
Pittsburgh,
Pennsylvania
|
$17.7M
|
+$17.2M
|
+334,779
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.5M
|
+$459K
|
+8,942
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
-$218K
|
-4,249
|
-1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
-$472K
|
-9,209
|
-3%
|
|
|
20
|
Atomi Financial Group
New York
|
$16.3M
|
+$3M
|
+58,521
|
+23%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$16.1M
|
-$2.4M
|
-46,685
|
-13%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$15.8M
|
-$635K
|
-12,380
|
-4%
|
|
|
23
|
Evergreen Capital Management
Bellevue,
Washington
|
$15.7M
|
-$54.2K
|
-1,057
|
-0.4%
|
|
|
24
|
Laurel Wealth Planning
Edina,
Minnesota
|
$10.2M
|
-$161K
|
-3,141
|
-2%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$9.67M
|
+$91.2K
|
+1,778
|
+1%
|
|
