|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$165M
|
+$24M
|
+401,650
|
+16%
|
|
|
2
|
|
$89.5M
|
+$6.87M
|
+114,841
|
+8%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$83.8M
|
+$3.24M
|
+54,112
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$76.8M
|
-$3.38M
|
-56,538
|
-4%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$75.5M
|
+$3.18M
|
+53,066
|
+4%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$69.9M
|
+$7.26M
|
+121,235
|
+11%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$51.8M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$50.8M
|
-$4.36M
|
-72,795
|
-8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$46.7M
|
-$10.3M
|
-172,482
|
-18%
|
|
|
10
|
|
$35.9M
|
+$430K
|
+7,190
|
+1%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
$30.4M
|
+$2.46M
|
+41,052
|
+8%
|
|
|
12
|
Global Financial Private Capital
Sarasota,
Florida
|
$29M
|
+$2.29M
|
+38,333
|
+8%
|
|
|
13
|
Nottingham Advisors
Amherst,
New York
|
$28.6M
|
+$331K
|
+5,527
|
+1%
|
|
|
14
|
Astor Investment Management
Chicago,
Illinois
|
$27.2M
|
+$2.17M
|
+36,320
|
+8%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.4M
|
-$176K
|
-2,947
|
-0.6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$22.3M
|
+$4.92M
|
+82,200
|
+27%
|
|
|
17
|
Lenox Wealth Advisors
New York
|
$21.7M
|
+$1.15M
|
+19,264
|
+5%
|
|
|
18
|
|
$20.8M
|
+$2.68M
|
+44,705
|
+14%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$20.1M
|
+$3.19M
|
+53,286
|
+18%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$18.3M
|
+$613K
|
+10,244
|
+3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$457K
|
+7,632
|
+3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.8M
|
+$4.4M
|
+73,491
|
+49%
|
|
|
23
|
Bouchey Financial Group
Troy,
New York
|
$12.7M
|
+$586K
|
+9,799
|
+5%
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11.6M
|
+$643K
|
+10,736
|
+6%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$10.3M
|
+$10.7M
|
+178,829
|
New
|
|
