|
1
|
|
$48.8M
|
+$4.78M
|
+84,988
|
+12%
|
|
|
2
|
Bridgeworth
Birmingham,
Alabama
|
$19.4M
|
+$1.56M
|
+27,732
|
+9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$1.86M
|
-33,114
|
-10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
-$2M
|
-35,618
|
-12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.9M
|
-$3.79M
|
-67,396
|
-23%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.1M
|
-$726K
|
-12,898
|
-6%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.8M
|
-$126K
|
-2,244
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$1.18M
|
+20,918
|
+13%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$9.85M
|
-$1.53M
|
-27,276
|
-14%
|
|
|
10
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$8.41M
|
-$1.66M
|
-29,560
|
-17%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.36M
|
+$461K
|
+8,186
|
+6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.38M
|
+$3.08M
|
+54,686
|
+80%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$6.54M
|
+$3.88M
|
+68,984
|
+173%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.2M
|
+$1.61M
|
+28,600
|
+49%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.19M
|
+$1.35K
|
+24
|
+0%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.42M
|
+$1.77M
|
+31,436
|
+124%
|
|
|
17
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$3.42M
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.24M
|
+$101K
|
+1,800
|
+3%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.68M
|
+$597K
|
+10,604
|
+31%
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.31M
|
+$2.16M
|
+38,338
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.23M
|
-$136K
|
-2,420
|
-6%
|
|
|
22
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.18M
|
+$66.7K
|
+1,186
|
+3%
|
|
|
23
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.18M
|
+$66.7K
|
+1,186
|
+3%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$2.07M
|
-$229K
|
-4,064
|
-11%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$2.05M
|
+$1.92M
|
+34,040
|
New
|
|
