|
1
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
+$2.25M
|
+67,931
|
+2%
|
|
|
2
|
|
$77.7M
|
+$1.21M
|
+36,410
|
+2%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$61.9M
|
+$19.9M
|
+598,946
|
+50%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$30.7M
|
+$138K
|
+4,170
|
+0.5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$29.4M
|
-$995K
|
-29,985
|
-3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.3M
|
-$2.9M
|
-87,317
|
-10%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$23.5M
|
+$7.81M
|
+235,234
|
+53%
|
|
|
8
|
|
$22.9M
|
-$1.28M
|
-38,651
|
-5%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$22M
|
+$2.01M
|
+60,608
|
+10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
-$1.54M
|
-46,418
|
-7%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$14.8M
|
-$286K
|
-8,613
|
-2%
|
|
|
12
|
Homrich & Berg
Atlanta,
Georgia
|
$13.9M
|
+$13.4M
|
+404,394
|
New
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.6M
|
+$363K
|
+10,953
|
+3%
|
|
|
14
|
|
$11.9M
|
-$13.4M
|
-405,035
|
-54%
|
|
|
15
|
North American Management
Boston,
Massachusetts
|
$11.1M
|
+$3.88K
|
+117
|
+0%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$9.3M
|
+$521K
|
+15,707
|
+6%
|
|
|
17
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$9.08M
|
+$2.65M
|
+79,745
|
+43%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$8.99M
|
-$971K
|
-29,257
|
-10%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.41M
|
-$278K
|
-8,379
|
-3%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.09M
|
-$227K
|
-6,835
|
-3%
|
|
|
21
|
|
$7.2M
|
+$559K
|
+16,851
|
+9%
|
|
|
22
|
Lucia Wealth Services
San Diego,
California
|
$6.94M
|
-$1.49M
|
-44,973
|
-18%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$6.91M
|
-$39.5K
|
-1,190
|
-0.6%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$6.57M
|
+$347K
|
+10,454
|
+6%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.12M
|
-$9.37M
|
-282,392
|
-61%
|
|
