|
1
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
+$12.4M
|
+371,493
|
+7%
|
|
|
2
|
|
$146M
|
-$22M
|
-661,528
|
-13%
|
|
|
3
|
|
$73.3M
|
+$72.7M
|
+2,181,506
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$54.5M
|
+$28.3M
|
+848,305
|
+110%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$40.8M
|
+$13.7M
|
+410,915
|
+51%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$26.4M
|
-$133K
|
-3,990
|
-0.5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.6M
|
+$7.46M
|
+223,825
|
+42%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$24.8M
|
+$4.23M
|
+126,848
|
+21%
|
|
|
9
|
RPTC Inc
Jackson,
Wyoming
|
$19.5M
|
+$417K
|
+12,515
|
+2%
|
|
|
10
|
|
$18.3M
|
-$5.86M
|
-175,801
|
-24%
|
|
|
11
|
Lucia Wealth Services
San Diego,
California
|
$13.1M
|
+$13M
|
+390,194
|
New
|
|
|
12
|
|
$12.3M
|
+$12.2M
|
+367,337
|
New
|
|
|
13
|
SigFig Wealth Management
San Francisco,
California
|
$11.9M
|
+$3.4M
|
+102,024
|
+40%
|
|
|
14
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$9.55M
|
-$47.5M
|
-1,426,461
|
-83%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$8.76M
|
+$7.49M
|
+224,741
|
+628%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$8.69M
|
+$5M
|
+149,998
|
+138%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.54M
|
+$3.24M
|
+97,364
|
+62%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$7.32M
|
-$3.49M
|
-104,670
|
-32%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$6.68M
|
+$171K
|
+5,119
|
+3%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$6.66M
|
+$206K
|
+6,193
|
+3%
|
|
|
21
|
|
$6.4M
|
-$46.8K
|
-1,404
|
-0.7%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.43M
|
+$864K
|
+25,927
|
+19%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$5.18M
|
+$237K
|
+7,104
|
+5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.71M
|
+$1.65M
|
+49,465
|
+55%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$4.53M
|
+$239K
|
+7,167
|
+6%
|
|
