|
1
|
|
$119M
|
+$10.1M
|
+260,536
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$97.6M
|
-$3.11M
|
-80,205
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$33.1M
|
+$336K
|
+8,682
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.9M
|
+$12.1M
|
+313,039
|
+67%
|
|
|
5
|
SPC Financial Inc
Rockville,
Maryland
|
$26.4M
|
+$489K
|
+12,633
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$25.8M
|
+$1.13M
|
+29,069
|
+4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$25.7M
|
+$3.19M
|
+82,474
|
+13%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$24.8M
|
+$3.88M
|
+100,128
|
+17%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
+$2.54M
|
+65,641
|
+11%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.2M
|
-$535K
|
-13,804
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
+$2.89M
|
+74,659
|
+20%
|
|
|
12
|
FDx Advisors
Chicago,
Illinois
|
$15.2M
|
-$114K
|
-2,934
|
-0.7%
|
|
|
13
|
WESCAP Management Group
Glendale,
California
|
$15.1M
|
-$355K
|
-9,175
|
-2%
|
|
|
14
|
|
$13.8M
|
+$10.7M
|
+275,381
|
+251%
|
|
|
15
|
Summit Asset Management
Memphis,
Tennessee
|
$13.3M
|
+$166K
|
+4,294
|
+1%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$12.3M
|
+$927K
|
+23,924
|
+8%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$12.3M
|
+$4.51M
|
+116,517
|
+52%
|
|
|
18
|
Choice Wealth Advisors
Waterville,
Maine
|
$11.1M
|
+$12M
|
+310,577
|
New
|
|
|
19
|
Curi RMB Capital
Chicago,
Illinois
|
$9.5M
|
-$205K
|
-5,288
|
-2%
|
|
|
20
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$9.26M
|
+$43.2K
|
+1,115
|
+0.4%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$9.16M
|
+$7M
|
+180,651
|
+242%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$9M
|
-$2.19M
|
-56,433
|
-18%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.53M
|
+$1.15M
|
+29,655
|
+14%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$8.51M
|
-$860K
|
-22,203
|
-9%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$8.42M
|
-$4.79M
|
-123,675
|
-35%
|
|
