|
1
|
|
$373M
|
+$37.5M
|
+758,245
|
+11%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$246M
|
+$247M
|
+5,001,834
|
New
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$223M
|
-$1.98K
|
-40
|
-0%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$193M
|
+$18.9M
|
+381,474
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$126M
|
+$233K
|
+4,720
|
+0.2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$102M
|
-$5.51M
|
-111,414
|
-5%
|
|
|
7
|
Bramshill Investments
Naples,
Florida
|
$101M
|
-$3.31M
|
-66,992
|
-3%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$82.2M
|
+$23.5M
|
+475,969
|
+40%
|
|
|
9
|
|
$76.6M
|
-$7.74M
|
-156,532
|
-9%
|
|
|
10
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$70.6M
|
+$3.86M
|
+78,165
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$66M
|
+$7.05M
|
+142,560
|
+12%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$59.3M
|
-$1.92M
|
-38,781
|
-3%
|
|
|
13
|
Shufro Rose & Co
New York
|
$48.1M
|
+$1.76M
|
+35,683
|
+4%
|
|
|
14
|
|
$43.2M
|
+$43.3M
|
+876,504
|
New
|
|
|
15
|
Donaldson Capital Management
Evansville,
Indiana
|
$42.2M
|
-$3.54M
|
-71,593
|
-8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.4M
|
-$6.84M
|
-138,474
|
-14%
|
|
|
17
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$39.9M
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.5M
|
-$1.35M
|
-27,319
|
-3%
|
|
|
19
|
TAP Consulting
Kirkwood,
Missouri
|
$33.7M
|
+$33.8M
|
+684,002
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32.7M
|
+$24.5M
|
+496,096
|
+294%
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$32.5M
|
+$19.7M
|
+398,427
|
+152%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.5M
|
+$4.52M
|
+91,453
|
+17%
|
|
|
23
|
Securian Asset Management
St Paul,
Minnesota
|
$26.7M
|
–
|
–
|
–
|
|
|
24
|
Kore Private Wealth
New York
|
$26.7M
|
-$2.01M
|
-40,620
|
-7%
|
|
|
25
|
Columbia Trust
Portland,
Oregon
|
$24.8M
|
-$415K
|
-8,389
|
-2%
|
|
