|
1
|
|
$165M
|
+$6.66M
|
+138,717
|
+4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$94.5M
|
-$1.23M
|
-25,702
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$54.6M
|
+$5.59M
|
+116,391
|
+11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$46.2M
|
-$17.6M
|
-366,556
|
-28%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$42.5M
|
+$1.68M
|
+34,908
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$34.3M
|
+$1.46M
|
+30,333
|
+4%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$31.9M
|
+$2.36M
|
+49,177
|
+8%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.3M
|
+$6.22M
|
+129,449
|
+39%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
-$9.97M
|
-207,730
|
-33%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.8M
|
+$1.15M
|
+23,987
|
+8%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$15.3M
|
+$40.5K
|
+844
|
+0.3%
|
|
|
12
|
Advisors Management Group
La Crosse,
Wisconsin
|
$11.2M
|
+$66.3K
|
+1,381
|
+0.6%
|
|
|
13
|
Tectonic Advisors
Frisco,
Texas
|
$11.1M
|
+$946K
|
+19,700
|
+9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.67M
|
-$1.8M
|
-37,482
|
-17%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.37M
|
+$894K
|
+18,624
|
+12%
|
|
|
16
|
Madison Asset Management
Madison,
Wisconsin
|
$8.18M
|
–
|
–
|
–
|
|
|
17
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$7.99M
|
+$348K
|
+7,246
|
+5%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$7.52M
|
+$119K
|
+2,475
|
+2%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.38M
|
+$351K
|
+7,303
|
+5%
|
|
|
20
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$7.34M
|
-$184K
|
-3,840
|
-2%
|
|
|
21
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$5.77M
|
-$17.3K
|
-360
|
-0.3%
|
|
|
22
|
MBL Wealth
Charlotte,
North Carolina
|
$5.34M
|
+$235K
|
+4,894
|
+5%
|
|
|
23
|
Cascade Financial Partners
San Diego,
California
|
$5.19M
|
-$52.9K
|
-1,101
|
-1%
|
|
|
24
|
Blue Edge Capital
Richmond,
Virginia
|
$4.91M
|
-$52.4K
|
-1,092
|
-1%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$4.39M
|
+$458K
|
+9,536
|
+12%
|
|
