|
1
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
+$9.47M
|
+389,924
|
+6%
|
|
|
2
|
|
$93.4M
|
-$227K
|
-9,340
|
-0.2%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$81.3M
|
+$74M
|
+3,043,862
|
+1,063%
|
|
|
4
|
Meeder Advisory Services
Dublin,
Ohio
|
$74.3M
|
+$2.56M
|
+105,528
|
+4%
|
|
|
5
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$64.8M
|
+$1.95M
|
+80,408
|
+3%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$58.6M
|
+$7.04M
|
+289,907
|
+14%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$55.5M
|
+$5.48M
|
+225,475
|
+11%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$52.9M
|
+$2.28M
|
+93,806
|
+5%
|
|
|
9
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$47.9M
|
+$1.51M
|
+62,028
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$44.8M
|
-$8.51M
|
-350,417
|
-16%
|
|
|
11
|
Midwest Trust
Overland Park,
Kansas
|
$33.9M
|
+$3.21M
|
+132,255
|
+10%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$29M
|
-$507K
|
-20,847
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.9M
|
+$2.22M
|
+91,392
|
+10%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.8M
|
+$404K
|
+16,612
|
+2%
|
|
|
15
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$16.2M
|
-$868K
|
-35,734
|
-5%
|
|
|
16
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$15.9M
|
+$3.63M
|
+149,258
|
+30%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$15M
|
+$850K
|
+34,983
|
+6%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.5M
|
-$45.6K
|
-1,876
|
-0.3%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$14M
|
+$13.9M
|
+573,580
|
New
|
|
|
20
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$12.7M
|
-$914K
|
-37,600
|
-7%
|
|
|
21
|
Condor Capital Management
Martinsville,
New Jersey
|
$12.5M
|
+$206K
|
+8,464
|
+2%
|
|
|
22
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.4M
|
+$1.77M
|
+72,743
|
+17%
|
|
|
23
|
CFO4Life Group
Coppell,
Texas
|
$12.3M
|
+$160K
|
+6,605
|
+1%
|
|
|
24
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$11.2M
|
+$1.25M
|
+51,272
|
+13%
|
|
|
25
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.2M
|
+$339K
|
+13,966
|
+3%
|
|
