|
1
|
Bank of America
Charlotte,
North Carolina
|
$151M
|
+$32.7M
|
+1,080,456
|
+29%
|
|
|
2
|
|
$111M
|
-$54.7M
|
-1,807,925
|
-34%
|
|
|
3
|
|
$71.8M
|
+$3.62M
|
+119,803
|
+5%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$49M
|
+$2.4M
|
+79,307
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$44.4M
|
+$1.04M
|
+34,258
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$32.4M
|
+$2.22M
|
+73,396
|
+8%
|
|
|
7
|
Colony Group
Boston,
Massachusetts
|
$28.4M
|
-$454K
|
-15,002
|
-2%
|
|
|
8
|
Strategic Financial Services
Utica,
New York
|
$24.3M
|
+$21.3M
|
+703,180
|
+890%
|
|
|
9
|
|
$19.8M
|
+$1.2M
|
+39,805
|
+7%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.1M
|
+$15.1M
|
+497,518
|
+914%
|
|
|
11
|
|
$17.1M
|
+$8.9M
|
+294,058
|
+115%
|
|
|
12
|
SigFig Wealth Management
San Francisco,
California
|
$14.3M
|
+$1.78M
|
+58,754
|
+15%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$13.7M
|
+$4.02M
|
+132,853
|
+44%
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$12.3M
|
+$1.35M
|
+44,495
|
+13%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.6M
|
+$1.24M
|
+41,112
|
+12%
|
|
|
16
|
Lucia Wealth Services
San Diego,
California
|
$10.6M
|
+$1.67M
|
+55,159
|
+19%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.11M
|
+$263K
|
+8,686
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$8.75M
|
-$1.05M
|
-34,771
|
-11%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$8.38M
|
+$95.8K
|
+3,168
|
+1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.18M
|
+$816K
|
+26,956
|
+11%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$6.99M
|
+$1.99M
|
+65,759
|
+41%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$5.8M
|
+$146K
|
+4,821
|
+3%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$5.79M
|
-$112K
|
-3,714
|
-2%
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$5.77M
|
+$5.48M
|
+181,067
|
+3,732%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.68M
|
-$1.27M
|
-42,080
|
-19%
|
|
