|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$141M
|
-$30.4M
|
-569,336
|
-17%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$86.4M
|
+$5.72M
|
+107,102
|
+7%
|
|
|
3
|
|
$76.3M
|
-$7.12M
|
-133,255
|
-8%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$64.2M
|
-$11.6M
|
-217,568
|
-15%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$59M
|
-$14.8M
|
-276,361
|
-19%
|
|
|
6
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$46.5M
|
+$48.8M
|
+913,034
|
New
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$39.1M
|
+$287K
|
+5,366
|
+0.7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$38.1M
|
-$3.55M
|
-66,421
|
-8%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.5M
|
-$35.1M
|
-657,402
|
-49%
|
|
|
10
|
|
$31.5M
|
-$853K
|
-15,975
|
-3%
|
|
|
11
|
Pacific Financial Group
Bellevue,
Washington
|
$29.7M
|
+$31.2M
|
+584,431
|
New
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$28.7M
|
+$803K
|
+15,035
|
+3%
|
|
|
13
|
Nottingham Advisors
Amherst,
New York
|
$23.9M
|
+$24K
|
+449
|
+0.1%
|
|
|
14
|
Lenox Wealth Advisors
New York
|
$22.7M
|
+$1.32M
|
+24,782
|
+6%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$22.4M
|
+$22.8M
|
+427,723
|
+3,590%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$22.4M
|
+$2.56M
|
+47,953
|
+12%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$19M
|
-$4.28M
|
-80,146
|
-18%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$15.3M
|
-$981K
|
-18,364
|
-6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.6M
|
-$9.86M
|
-184,535
|
-39%
|
|
|
20
|
|
$13.3M
|
+$5.07M
|
+94,921
|
+57%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$12.9M
|
+$13.6M
|
+254,331
|
New
|
|
|
22
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$12.6M
|
+$1.68M
|
+31,501
|
+15%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$30.9M
|
-578,288
|
-73%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$7.76M
|
+$1.36M
|
+25,399
|
+20%
|
|
|
25
|
Day & Ennis
Macon,
Georgia
|
$7.67M
|
+$540K
|
+10,112
|
+7%
|
|
