|
1
|
Bank of America
Charlotte,
North Carolina
|
$557M
|
-$20.5M
|
-355,713
|
-4%
|
|
|
2
|
|
$132M
|
+$16M
|
+278,289
|
+14%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$98.6M
|
+$467K
|
+8,125
|
+0.5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$70.6M
|
+$4.91M
|
+85,292
|
+7%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$61.6M
|
+$21.3M
|
+371,039
|
+53%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$60.5M
|
+$1.8M
|
+31,304
|
+3%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$47.7M
|
+$2.29M
|
+39,771
|
+5%
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$43.4M
|
+$266K
|
+4,617
|
+0.6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$34.8M
|
+$11.7M
|
+203,123
|
+50%
|
|
|
10
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$32.3M
|
+$31.7M
|
+551,034
|
+4,251%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.5M
|
+$812K
|
+14,113
|
+3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$24.8M
|
-$217K
|
-3,776
|
-0.9%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.5M
|
-$4.08M
|
-70,891
|
-15%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$23.1M
|
+$3.51M
|
+61,056
|
+18%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$22.9M
|
+$13.5M
|
+233,940
|
+136%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.4M
|
+$1.2M
|
+20,822
|
+6%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.4M
|
-$562K
|
-9,775
|
-3%
|
|
|
18
|
Curi RMB Capital
Chicago,
Illinois
|
$21M
|
+$160K
|
+2,781
|
+0.8%
|
|
|
19
|
VanEck Associates
New York
|
$20.9M
|
+$14.7M
|
+255,353
|
+232%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$20.3M
|
+$1.48M
|
+25,695
|
+8%
|
|
|
21
|
Atomi Financial Group
New York
|
$19M
|
-$331K
|
-5,754
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
+$1.82M
|
+31,715
|
+11%
|
|
|
23
|
Evergreen Capital Management
Bellevue,
Washington
|
$17.5M
|
+$506K
|
+8,803
|
+3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.4M
|
-$1.26M
|
-21,993
|
-7%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$12.7M
|
-$234K
|
-4,066
|
-2%
|
|
