|
1
|
Wells Fargo
San Francisco,
California
|
$74.2M
|
-$324K
|
-5,553
|
-0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$60.7M
|
+$4.66M
|
+79,854
|
+7%
|
|
|
3
|
|
$59.5M
|
+$6.08M
|
+104,111
|
+10%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$34.3M
|
+$4.52M
|
+77,538
|
+13%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$28.6M
|
-$2.09M
|
-35,772
|
-6%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$18.5M
|
+$4.13M
|
+70,705
|
+24%
|
|
|
7
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$18.4M
|
+$4.15M
|
+71,166
|
+25%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
-$901K
|
-15,439
|
-4%
|
|
|
9
|
D.J. St. Germain
Springfield,
Massachusetts
|
$17.6M
|
+$1.57M
|
+26,825
|
+8%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$16.5M
|
+$2.19M
|
+37,599
|
+13%
|
|
|
11
|
Harvest Capital Management
Concord,
New Hampshire
|
$7.65M
|
+$499K
|
+8,543
|
+6%
|
|
|
12
|
Nottingham Advisors
Amherst,
New York
|
$7.46M
|
-$540K
|
-9,256
|
-6%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.93M
|
-$1.77M
|
-30,373
|
-18%
|
|
|
14
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$5.32M
|
+$1.37M
|
+23,499
|
+29%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.24M
|
-$7.3M
|
-125,174
|
-56%
|
|
|
16
|
RPTC Inc
Jackson,
Wyoming
|
$4.96M
|
+$114K
|
+1,960
|
+2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.46M
|
+$1.77M
|
+30,286
|
+53%
|
|
|
18
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.27M
|
+$1.85M
|
+31,789
|
+61%
|
|
|
19
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$3.96M
|
+$40.3K
|
+691
|
+0.9%
|
|
|
20
|
Maryland Capital Management
Towson,
Maryland
|
$3.87M
|
+$261K
|
+4,474
|
+6%
|
|
|
21
|
Aviance Capital Management
Sarasota,
Florida
|
$3.31M
|
-$2.67M
|
-45,737
|
-41%
|
|
|
22
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.29M
|
+$3.76M
|
+64,520
|
New
|
|
|
23
|
Windham Capital Management
Boston,
Massachusetts
|
$3.27M
|
+$30.9K
|
+529
|
+0.8%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$3.24M
|
+$3.71M
|
+63,658
|
New
|
|
|
25
|
|
$2.85M
|
+$366K
|
+6,269
|
+13%
|
|
