|
1
|
Wells Fargo
San Francisco,
California
|
$82.8M
|
+$2.72M
|
+49,723
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$66.1M
|
+$591K
|
+10,805
|
+0.9%
|
|
|
3
|
|
$65.2M
|
+$935K
|
+17,093
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$62.4M
|
+$42.7M
|
+780,672
|
+220%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$39.5M
|
+$2.48M
|
+45,428
|
+7%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$25M
|
-$5.89M
|
-107,647
|
-19%
|
|
|
7
|
Aviance Capital Management
Sarasota,
Florida
|
$23.9M
|
+$20.2M
|
+369,442
|
+568%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$21.7M
|
+$1.67M
|
+30,466
|
+8%
|
|
|
9
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$21.5M
|
+$1.67M
|
+30,608
|
+8%
|
|
|
10
|
D.J. St. Germain
Springfield,
Massachusetts
|
$20.2M
|
+$1.24M
|
+22,630
|
+7%
|
|
|
11
|
|
$18.6M
|
-$475K
|
-8,685
|
-3%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$17.9M
|
+$133K
|
+2,431
|
+0.8%
|
|
|
13
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$11.6M
|
+$11.5M
|
+211,211
|
New
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.4M
|
+$2.93M
|
+53,526
|
+39%
|
|
|
15
|
Harvest Capital Management
Concord,
New Hampshire
|
$8.04M
|
-$210K
|
-3,841
|
-3%
|
|
|
16
|
Nottingham Advisors
Amherst,
New York
|
$7.69M
|
+$270K
|
+4,941
|
+3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.05M
|
+$2.23M
|
+40,709
|
+47%
|
|
|
18
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$6.46M
|
+$720K
|
+13,166
|
+13%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.4M
|
+$990K
|
+18,101
|
+18%
|
|
|
20
|
RPTC Inc
Jackson,
Wyoming
|
$5.46M
|
+$110K
|
+2,011
|
+2%
|
|
|
21
|
Global Financial Private Capital
Sarasota,
Florida
|
$5.44M
|
+$830K
|
+15,179
|
+18%
|
|
|
22
|
Maryland Capital Management
Towson,
Maryland
|
$4.7M
|
+$519K
|
+9,492
|
+13%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$4.68M
|
+$1.17M
|
+21,473
|
+34%
|
|
|
24
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4.28M
|
+$10.4K
|
+190
|
+0.2%
|
|
|
25
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3.95M
|
+$2.05M
|
+37,410
|
+109%
|
|
