|
1
|
Bank of America
Charlotte,
North Carolina
|
$236M
|
+$22.1M
|
+433,608
|
+10%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$195M
|
-$2.17M
|
-42,651
|
-1%
|
|
|
3
|
HB Wealth Management
Atlanta,
Georgia
|
$167M
|
+$36.5M
|
+716,311
|
+28%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$157M
|
+$8.15K
|
+160
|
+0%
|
|
|
5
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$93.9M
|
+$6.25M
|
+122,717
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$80.4M
|
+$1.27M
|
+24,844
|
+2%
|
|
|
7
|
Bank of New York Mellon
New York
|
$79.7M
|
+$15.3M
|
+300,794
|
+24%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$70.4M
|
-$81.4K
|
-1,599
|
-0.1%
|
|
|
9
|
Salomon & Ludwin
Richmond,
Virginia
|
$61.2M
|
+$617K
|
+12,119
|
+1%
|
|
|
10
|
|
$61.2M
|
+$10.9M
|
+214,170
|
+22%
|
|
|
11
|
Bailard
Foster City,
California
|
$58.5M
|
+$41.3M
|
+810,172
|
+240%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$55.1M
|
+$2.31M
|
+45,330
|
+4%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$49M
|
+$898K
|
+17,633
|
+2%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$42M
|
+$10.7M
|
+210,057
|
+34%
|
|
|
15
|
AlphaCore Capital
La Jolla,
California
|
$38.1M
|
-$1.14M
|
-22,310
|
-3%
|
|
|
16
|
Weatherly Asset Management
Del Mar,
California
|
$37.1M
|
+$44K
|
+865
|
+0.1%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.6M
|
-$199K
|
-3,917
|
-0.5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.2M
|
+$3.36M
|
+65,940
|
+10%
|
|
|
19
|
Bridgewater Advisors
New York
|
$34.5M
|
+$2.62M
|
+51,438
|
+8%
|
|
|
20
|
NorthRock Partners
Minneapolis,
Minnesota
|
$33.8M
|
-$42.2M
|
-828,499
|
-56%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$32.6M
|
-$12.4M
|
-244,469
|
-28%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$31.3M
|
-$13.9M
|
-273,761
|
-31%
|
|
|
23
|
|
$30.8M
|
-$1.93M
|
-37,934
|
-6%
|
|
|
24
|
CWA Asset Management Group
Naples,
Florida
|
$30.7M
|
+$3M
|
+58,978
|
+11%
|
|
|
25
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$28.4M
|
+$506K
|
+9,946
|
+2%
|
|
