|
1
|
|
$161M
|
+$13.1M
|
+274,798
|
+9%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$96.8M
|
-$1.35M
|
-28,475
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$64.4M
|
+$1.04M
|
+21,805
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$49.5M
|
+$525K
|
+11,039
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$41.3M
|
+$4.1M
|
+86,278
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$33.2M
|
+$508K
|
+10,686
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
-$19.7M
|
-414,367
|
-39%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$29.9M
|
+$4.6M
|
+96,852
|
+19%
|
|
|
9
|
Evergreen Capital Management
Bellevue,
Washington
|
$23M
|
+$22.6M
|
+474,797
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.3M
|
-$726K
|
-15,271
|
-4%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$15.5M
|
-$675K
|
-14,215
|
-4%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.8M
|
+$429K
|
+9,038
|
+3%
|
|
|
13
|
Advisors Management Group
La Crosse,
Wisconsin
|
$11.3M
|
+$95.8K
|
+2,017
|
+0.9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6M
|
+$227K
|
+4,779
|
+2%
|
|
|
15
|
Tectonic Advisors
Frisco,
Texas
|
$10.3M
|
–
|
–
|
–
|
|
|
16
|
Madison Asset Management
Madison,
Wisconsin
|
$8.27M
|
+$1.88M
|
+39,500
|
+30%
|
|
|
17
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$7.73M
|
+$183K
|
+3,847
|
+2%
|
|
|
18
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$7.61M
|
-$189K
|
-3,974
|
-2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.55M
|
+$47.9K
|
+1,007
|
+0.7%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$7.48M
|
+$395K
|
+8,306
|
+6%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.11M
|
+$600K
|
+12,618
|
+9%
|
|
|
22
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$5.85M
|
-$213K
|
-4,486
|
-4%
|
|
|
23
|
Cascade Financial Partners
San Diego,
California
|
$5.32M
|
-$118K
|
-2,480
|
-2%
|
|
|
24
|
MBL Wealth
Charlotte,
North Carolina
|
$5.16M
|
+$1M
|
+21,098
|
+25%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$5.12M
|
+$1.56M
|
+32,870
|
+45%
|
|
