|
1
|
|
$1.91B
|
+$1.34B
|
+26,659,037
|
+246%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$733M
|
+$725M
|
+14,381,362
|
New
|
|
|
3
|
NorthRock Partners
Minneapolis,
Minnesota
|
$422M
|
+$28.9M
|
+572,894
|
+7%
|
|
|
4
|
|
$310M
|
+$286M
|
+5,683,465
|
+1,423%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$237M
|
-$2.3M
|
-45,594
|
-1%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$233M
|
+$230M
|
+4,568,517
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$231M
|
+$51.8M
|
+1,028,220
|
+29%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$149M
|
+$5.48M
|
+108,757
|
+4%
|
|
|
9
|
Bailard
Foster City,
California
|
$66.3M
|
+$65.5M
|
+1,300,137
|
New
|
|
|
10
|
Avalon Trust
Santa Fe,
New Mexico
|
$66.1M
|
+$1.55M
|
+30,729
|
+2%
|
|
|
11
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$51.6M
|
+$51M
|
+1,012,054
|
New
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$50.3M
|
+$49.7M
|
+985,755
|
New
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$48.6M
|
+$48M
|
+953,207
|
New
|
|
|
14
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$48.6M
|
+$48M
|
+952,200
|
New
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$46M
|
+$7.2M
|
+142,897
|
+19%
|
|
|
16
|
Ocean Park Asset Management
Santa Monica,
California
|
$45.9M
|
+$45.4M
|
+900,978
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$42.5M
|
+$2.35M
|
+46,653
|
+6%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$41.2M
|
+$5.12M
|
+101,573
|
+14%
|
|
|
19
|
Goelzer Investment Management
Carmel,
Indiana
|
$39.6M
|
+$752K
|
+14,919
|
+2%
|
|
|
20
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$37.8M
|
+$1.01M
|
+20,028
|
+3%
|
|
|
21
|
First National Trust
Hermitage,
Pennsylvania
|
$36.4M
|
+$36M
|
+714,120
|
New
|
|
|
22
|
Abacus Planning Group
Columbia,
South Carolina
|
$34M
|
-$13M
|
-258,252
|
-28%
|
|
|
23
|
HSBC Holdings
London,
United Kingdom
|
$31.9M
|
+$31.5M
|
+625,526
|
New
|
|
|
24
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$29.2M
|
+$28.9M
|
+573,072
|
New
|
|
|
25
|
Curi RMB Capital
Chicago,
Illinois
|
$25M
|
-$746K
|
-14,799
|
-3%
|
|
