|
1
|
Bank of America
Charlotte,
North Carolina
|
$37.4M
|
+$3.14M
|
+47,891
|
+9%
|
|
|
2
|
|
$35.8M
|
+$5.07M
|
+77,373
|
+17%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.9M
|
-$2.14M
|
-32,736
|
-6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.7M
|
+$1.59M
|
+24,244
|
+5%
|
|
|
5
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$33.5M
|
-$10M
|
-152,955
|
-24%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$24.9M
|
-$628K
|
-9,593
|
-3%
|
|
|
7
|
AJ Advisors
Nashville,
Tennessee
|
$20.4M
|
+$981K
|
+14,978
|
+5%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.8M
|
+$5.83M
|
+88,990
|
+55%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
+$1.32M
|
+20,123
|
+11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$578K
|
+8,828
|
+5%
|
|
|
11
|
|
$11.4M
|
+$518K
|
+7,905
|
+5%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.9M
|
-$988K
|
-15,084
|
-9%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$9.9M
|
+151,182
|
+36,874%
|
|
|
14
|
Nuveen
Charlotte,
North Carolina
|
$9.71M
|
–
|
–
|
–
|
|
|
15
|
WealthPLAN Partners
Omaha,
Nebraska
|
$9.12M
|
-$141K
|
-2,154
|
-2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.14M
|
+$6.75M
|
+103,022
|
+576%
|
|
|
17
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$7.29M
|
+$243K
|
+3,705
|
+4%
|
|
|
18
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$7.09M
|
-$249K
|
-3,804
|
-3%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.07M
|
+$93.1K
|
+1,421
|
+1%
|
|
|
20
|
Fifth Third Securities
Cincinnati,
Ohio
|
$6.78M
|
+$518K
|
+7,912
|
+9%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$5.97M
|
+$201K
|
+3,077
|
+4%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$5.8M
|
+$269K
|
+4,114
|
+5%
|
|
|
23
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$5.62M
|
-$1.6M
|
-24,413
|
-23%
|
|
|
24
|
SageView Advisory Group
Newport Beach,
California
|
$5.55M
|
+$4.68M
|
+71,428
|
New
|
|
|
25
|
TrueWealth Advisors
Birmingham,
Alabama
|
$5.43M
|
+$22.6K
|
+345
|
+0.4%
|
|
