|
1
|
|
$904M
|
+$35.3M
|
+764,796
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$310M
|
-$19.2M
|
-416,844
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$153M
|
+$25.5M
|
+553,386
|
+19%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$150M
|
+$3.51M
|
+75,976
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$130M
|
-$1.33M
|
-28,736
|
-1%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$104M
|
+$2.18M
|
+47,164
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$97.3M
|
+$1.47M
|
+31,874
|
+1%
|
|
|
8
|
IAM Advisory
Easton,
Pennsylvania
|
$94.7M
|
+$97.3M
|
+2,107,726
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$88.9M
|
+$1.2M
|
+26,048
|
+1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$75.5M
|
-$4.39M
|
-95,036
|
-5%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$66M
|
+$4.48M
|
+96,946
|
+7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$56.7M
|
+$377K
|
+8,162
|
+0.6%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$46.6M
|
-$1.83M
|
-39,622
|
-4%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$38.9M
|
+$40.3M
|
+872,070
|
+15,166%
|
|
|
15
|
Lenox Wealth Advisors
New York
|
$38.6M
|
+$308K
|
+6,666
|
+0.8%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.9M
|
-$1.41M
|
-30,536
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.9M
|
+$1.89M
|
+40,832
|
+6%
|
|
|
18
|
Brouwer & Janachowski
Mill Valley,
California
|
$31.4M
|
-$797K
|
-17,264
|
-2%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$29.7M
|
+$372K
|
+8,064
|
+1%
|
|
|
20
|
Hantz Financial Services
Southfield,
Michigan
|
$29M
|
-$472K
|
-10,228
|
-2%
|
|
|
21
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$26.1M
|
+$810K
|
+17,546
|
+3%
|
|
|
22
|
Koshinski Asset Management
Decatur,
Illinois
|
$26M
|
+$8.25M
|
+178,654
|
+44%
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$23.4M
|
+$434K
|
+9,396
|
+2%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.3M
|
+$59.5K
|
+1,288
|
+0.2%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22.7M
|
-$136K
|
-2,942
|
-0.6%
|
|
