|
1
|
Bank of America
Charlotte,
North Carolina
|
$193M
|
+$23.5M
|
+460,157
|
+14%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$193M
|
+$8.57M
|
+168,124
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$152M
|
-$8.28M
|
-162,371
|
-5%
|
|
|
4
|
HB Wealth Management
Atlanta,
Georgia
|
$88.5M
|
+$56.1M
|
+1,099,860
|
+174%
|
|
|
5
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$72.5M
|
+$6.56M
|
+128,706
|
+10%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$70.5M
|
-$1.98M
|
-38,891
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$68.7M
|
-$6.64M
|
-130,273
|
-9%
|
|
|
8
|
|
$61.3M
|
+$9.61M
|
+188,546
|
+19%
|
|
|
9
|
Salomon & Ludwin
Richmond,
Virginia
|
$58.6M
|
+$6.79M
|
+133,284
|
+13%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$54.5M
|
+$14.7M
|
+287,650
|
+37%
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
$53.6M
|
-$1.98M
|
-38,877
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$53M
|
+$7.02M
|
+137,708
|
+15%
|
|
|
13
|
NorthRock Partners
Minneapolis,
Minnesota
|
$52.9M
|
+$6.74M
|
+132,251
|
+15%
|
|
|
14
|
Bank of New York Mellon
New York
|
$47.1M
|
+$5.75M
|
+112,721
|
+14%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$46.3M
|
+$9.79M
|
+192,119
|
+27%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$40.4M
|
-$6.72M
|
-131,943
|
-14%
|
|
|
17
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$38.4M
|
+$2.95M
|
+57,936
|
+8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.1M
|
+$4.42M
|
+86,689
|
+14%
|
|
|
19
|
Weatherly Asset Management
Del Mar,
California
|
$34.8M
|
+$3.51M
|
+68,900
|
+11%
|
|
|
20
|
Bridgewater Advisors
New York
|
$33.4M
|
+$1.89M
|
+37,145
|
+6%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.6M
|
+$8.86M
|
+173,756
|
+41%
|
|
|
22
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$30.6M
|
+$382K
|
+7,492
|
+1%
|
|
|
23
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$29.3M
|
+$9.13M
|
+179,219
|
+45%
|
|
|
24
|
|
$27.4M
|
-$286K
|
-5,608
|
-1%
|
|
|
25
|
Global Wealth Management
Kingston,
New Jersey
|
$27.1M
|
+$367K
|
+7,209
|
+1%
|
|
