|
1
|
Bank of America
Charlotte,
North Carolina
|
$85.4M
|
+$3.94M
|
+97,142
|
+5%
|
|
|
2
|
|
$67.4M
|
+$7.93M
|
+195,191
|
+13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$31.8M
|
+$538K
|
+13,254
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.9M
|
+$9.23M
|
+227,352
|
+56%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$20.4M
|
+$1.88M
|
+46,184
|
+10%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
-$574K
|
-14,126
|
-3%
|
|
|
7
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$17.7M
|
+$141K
|
+3,478
|
+0.8%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.7M
|
+$1.34M
|
+32,881
|
+10%
|
|
|
9
|
|
$13.8M
|
-$66K
|
-1,626
|
-0.5%
|
|
|
10
|
Destiny Wealth Partners
Tavares,
Florida
|
$11M
|
+$11M
|
+270,964
|
New
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$10.1M
|
-$133K
|
-3,268
|
-1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.42M
|
+$800K
|
+19,696
|
+11%
|
|
|
13
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$7.03M
|
-$201K
|
-4,958
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.33M
|
+$483K
|
+11,888
|
+8%
|
|
|
15
|
Executive Wealth Management
Brighton,
Michigan
|
$5.93M
|
+$5.7M
|
+140,387
|
+2,574%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.8M
|
+$262K
|
+6,461
|
+5%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.25M
|
+$395K
|
+9,716
|
+8%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.18M
|
+$2.29M
|
+56,442
|
+79%
|
|
|
19
|
Great Lakes Retirement
Sandusky,
Ohio
|
$5.14M
|
+$5.14M
|
+126,474
|
New
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.81M
|
-$203
|
-5
|
-0%
|
|
|
21
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$4.63M
|
-$110K
|
-2,716
|
-2%
|
|
|
22
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4.36M
|
+$157K
|
+3,878
|
+4%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$4.36M
|
-$135K
|
-3,330
|
-3%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$4.23M
|
+$334K
|
+8,226
|
+9%
|
|
|
25
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$4.21M
|
+$5.4K
|
+133
|
+0.1%
|
|
