|
1
|
|
$1.63B
|
+$356M
|
+7,311,628
|
+28%
|
|
|
2
|
|
$212M
|
+$151M
|
+3,097,574
|
+255%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$123M
|
+$4M
|
+82,148
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$85.5M
|
+$40.8M
|
+838,156
|
+93%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$65.7M
|
-$15.7M
|
-323,147
|
-19%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.6M
|
+$8.03M
|
+164,876
|
+15%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$62.6M
|
+$61.9M
|
+1,271,086
|
New
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$62.2M
|
+$6.41M
|
+131,577
|
+12%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$56M
|
+$833K
|
+17,101
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.7M
|
-$48K
|
-986
|
-0.1%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$24.2M
|
-$6.14M
|
-125,909
|
-20%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.2M
|
+$672K
|
+13,794
|
+3%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$20.1M
|
-$7.13M
|
-146,285
|
-26%
|
|
|
14
|
Stadion Money Management
Watkinsville,
Georgia
|
$16.7M
|
+$16.5M
|
+339,030
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$13.5M
|
-$985K
|
-20,213
|
-7%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$13.1M
|
+$7.94M
|
+162,895
|
+158%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$12.3M
|
+$10.8M
|
+222,431
|
+836%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$9.76M
|
+$6.89M
|
+141,331
|
+249%
|
|
|
19
|
Whitney & Co
Rochester,
New York
|
$7.98M
|
+$2.95M
|
+60,482
|
+60%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.16M
|
-$67.3K
|
-1,382
|
-0.9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.15M
|
+$5.18M
|
+106,320
|
+273%
|
|
|
22
|
Karp Capital Management
Sausalito,
California
|
$7.12M
|
+$7.04M
|
+144,575
|
New
|
|
|
23
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$7.09M
|
-$15M
|
-307,920
|
-68%
|
|
|
24
|
ETF Portfolio Partners
Leawood,
Kansas
|
$6.4M
|
+$6.01M
|
+123,372
|
+1,880%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.64M
|
+$1.73M
|
+35,595
|
+45%
|
|
