|
1
|
|
$143M
|
+$10.2M
|
+268,631
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
+$13.8M
|
+362,015
|
+14%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$52M
|
+$11.9M
|
+311,517
|
+31%
|
|
|
4
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$35.7M
|
+$3.25M
|
+85,303
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$29.3M
|
+$2.48M
|
+65,012
|
+10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.8M
|
+$118K
|
+3,104
|
+0.4%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$23.9M
|
+$4.5M
|
+118,012
|
+24%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$23.7M
|
-$1.19M
|
-31,201
|
-5%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21M
|
+$1.37M
|
+36,046
|
+7%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$19.4M
|
+$3.07M
|
+80,422
|
+20%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$17.1M
|
+$4.77M
|
+125,202
|
+41%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$17.1M
|
+$15.2M
|
+397,738
|
+1,100%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.5M
|
-$6.15M
|
-161,468
|
-28%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16M
|
+$2.11M
|
+55,392
|
+16%
|
|
|
15
|
WESCAP Management Group
Glendale,
California
|
$15.6M
|
-$453K
|
-11,894
|
-3%
|
|
|
16
|
Summit Asset Management
Memphis,
Tennessee
|
$14.6M
|
+$113K
|
+2,960
|
+0.8%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.6M
|
+$779K
|
+20,435
|
+6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$4.99M
|
+130,831
|
+57%
|
|
|
19
|
Pathstone Family Office
Englewood,
New Jersey
|
$13.7M
|
-$259K
|
-6,799
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
-$1.5M
|
-39,399
|
-10%
|
|
|
21
|
Choice Wealth Advisors
Waterville,
Maine
|
$12.9M
|
+$149K
|
+3,915
|
+1%
|
|
|
22
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$12.5M
|
+$1.15M
|
+30,047
|
+10%
|
|
|
23
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$12.5M
|
+$1.15M
|
+30,047
|
+10%
|
|
|
24
|
Curi RMB Capital
Chicago,
Illinois
|
$10.6M
|
-$53.3K
|
-1,399
|
-0.5%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$10.5M
|
+$4.56M
|
+119,575
|
+82%
|
|
