|
1
|
|
$120M
|
+$1.76M
|
+46,358
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$93.6M
|
-$3.5M
|
-92,470
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$35.9M
|
+$10.9M
|
+288,223
|
+40%
|
|
|
4
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$28.5M
|
+$4.14M
|
+109,334
|
+16%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.9M
|
-$1.91M
|
-50,489
|
-6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$24.2M
|
-$9.19M
|
-242,687
|
-26%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$22.7M
|
-$3.16M
|
-83,411
|
-12%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.7M
|
-$450K
|
-11,885
|
-2%
|
|
|
9
|
|
$18.8M
|
+$5.43M
|
+143,379
|
+37%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.7M
|
+$13.5M
|
+356,433
|
+255%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$17.4M
|
+$5.59M
|
+147,550
|
+43%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$14.6M
|
+$6.67M
|
+176,150
|
+75%
|
|
|
13
|
WESCAP Management Group
Glendale,
California
|
$14.6M
|
-$445K
|
-11,758
|
-3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.8M
|
-$2.03M
|
-53,485
|
-12%
|
|
|
15
|
Summit Asset Management
Memphis,
Tennessee
|
$13.1M
|
-$108K
|
-2,853
|
-0.8%
|
|
|
16
|
Pathstone Family Office
Englewood,
New Jersey
|
$12.7M
|
+$9.64M
|
+254,432
|
+252%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$12.5M
|
+$10.5M
|
+277,196
|
+381%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.5M
|
+$4.25M
|
+112,148
|
+47%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$12.2M
|
–
|
–
|
–
|
|
|
20
|
Choice Wealth Advisors
Waterville,
Maine
|
$11.5M
|
+$510K
|
+13,456
|
+4%
|
|
|
21
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$10.2M
|
+$1.27M
|
+33,660
|
+13%
|
|
|
22
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$10.2M
|
+$10.9M
|
+286,732
|
New
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
$9.59M
|
+$168K
|
+4,427
|
+2%
|
|
|
24
|
FDx Advisors
Chicago,
Illinois
|
$9.29M
|
-$6.19M
|
-163,412
|
-39%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.23M
|
+$802K
|
+21,174
|
+10%
|
|
