|
1
|
|
$701M
|
+$13.2M
|
+342,020
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$307M
|
+$9.01M
|
+233,934
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$163M
|
-$22.4M
|
-582,110
|
-12%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$127M
|
+$4.26M
|
+110,528
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$106M
|
+$1.74M
|
+45,204
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.2M
|
+$10.8M
|
+280,018
|
+15%
|
|
|
7
|
IAM Advisory
Easton,
Pennsylvania
|
$82.7M
|
+$79.9M
|
+2,073,900
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$74M
|
+$1.65M
|
+42,922
|
+2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$73.4M
|
+$574K
|
+14,884
|
+0.8%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$68.2M
|
-$2.96M
|
-76,758
|
-4%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$52.9M
|
+$3.41M
|
+88,596
|
+7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.2M
|
-$6.02M
|
-156,100
|
-11%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$42.4M
|
-$19.6M
|
-507,788
|
-32%
|
|
|
14
|
Lenox Wealth Advisors
New York
|
$32.2M
|
-$998K
|
-25,904
|
-3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.3M
|
+$581K
|
+15,086
|
+2%
|
|
|
16
|
Brouwer & Janachowski
Mill Valley,
California
|
$28.4M
|
-$12.9M
|
-335,606
|
-32%
|
|
|
17
|
JBF Capital
Aspen,
Colorado
|
$28.4M
|
+$27.4M
|
+710,000
|
New
|
|
|
18
|
Hantz Financial Services
Southfield,
Michigan
|
$26.4M
|
-$375K
|
-9,740
|
-1%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$24.1M
|
+$7.33M
|
+190,132
|
+46%
|
|
|
20
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$23.4M
|
+$330K
|
+8,576
|
+1%
|
|
|
21
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$22.7M
|
+$21.9M
|
+567,608
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.7M
|
+$3.81M
|
+98,824
|
+22%
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$21.3M
|
+$886K
|
+22,986
|
+5%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$20.6M
|
+$918K
|
+23,818
|
+5%
|
|
|
25
|
Prism Advisors
Studio City,
California
|
$18.8M
|
-$565K
|
-14,672
|
-3%
|
|
