|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$97.2M
|
+$13.8M
|
+277,204
|
+17%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.2M
|
+$11.2M
|
+224,046
|
+14%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$28.1M
|
+$6.49M
|
+130,258
|
+30%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
+$4.23M
|
+84,808
|
+31%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.4M
|
-$229K
|
-4,588
|
-2%
|
|
|
6
|
Gray Financial Group
Atlanta,
Georgia
|
$12.6M
|
–
|
–
|
–
|
|
|
7
|
|
$8.55M
|
+$3.6M
|
+72,138
|
+74%
|
|
|
8
|
Hollencrest Capital Management
Newport Beach,
California
|
$5.51M
|
–
|
–
|
–
|
|
|
9
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$5.46M
|
+$855K
|
+17,164
|
+19%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.08M
|
+$413K
|
+8,282
|
+9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.8M
|
+$2.56M
|
+51,300
|
+116%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.46M
|
+$3.06M
|
+61,456
|
+227%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.67M
|
+$3.1M
|
+62,220
|
+578%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.38M
|
+$115K
|
+2,316
|
+4%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.78M
|
+$1.44M
|
+28,880
|
+110%
|
|
|
16
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$2.64M
|
-$74.8K
|
-1,500
|
-3%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.63M
|
+$1.36M
|
+27,350
|
+109%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.54M
|
-$773K
|
-15,502
|
-23%
|
|
|
19
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.51M
|
-$138K
|
-2,778
|
-5%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.47M
|
+$1.86M
|
+37,334
|
+317%
|
|
|
21
|
|
$2.24M
|
+$2.22M
|
+44,498
|
New
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.04M
|
+$189K
|
+3,800
|
+10%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$1.85M
|
+$623K
|
+12,490
|
+51%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$1.82M
|
-$9.57K
|
-192
|
-0.5%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.68M
|
+$524K
|
+10,506
|
+46%
|
|
