|
1
|
|
$972M
|
+$37.5M
|
+824,778
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$428M
|
-$61.2M
|
-1,343,862
|
-12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$208M
|
+$34.2M
|
+751,962
|
+18%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$172M
|
+$20.4M
|
+449,086
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$139M
|
+$2.36M
|
+51,836
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$115M
|
+$16.2M
|
+354,922
|
+15%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$109M
|
+$11.2M
|
+245,596
|
+11%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106M
|
-$13.7M
|
-301,142
|
-11%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$81.1M
|
+$11.2M
|
+246,684
|
+15%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$78.7M
|
+$1.13M
|
+24,854
|
+1%
|
|
|
11
|
IAM Advisory
Easton,
Pennsylvania
|
$69.6M
|
-$1.63M
|
-35,924
|
-2%
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$56.2M
|
+$25M
|
+548,700
|
+61%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$55.4M
|
+$506K
|
+11,114
|
+0.9%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$49.4M
|
-$1.58M
|
-34,764
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.6M
|
+$15.7M
|
+344,678
|
+45%
|
|
|
16
|
Wealthspire Advisors (New York)
New York
|
$37.7M
|
+$39.9M
|
+877,386
|
+13,594%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$37.2M
|
+$39.5M
|
+867,110
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.7M
|
+$449K
|
+9,856
|
+1%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$33.4M
|
-$974K
|
-21,394
|
-3%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$31M
|
-$297K
|
-6,530
|
-0.9%
|
|
|
21
|
|
$30.4M
|
-$318K
|
-6,984
|
-1%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$29.6M
|
+$8.48M
|
+186,436
|
+37%
|
|
|
23
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$29.4M
|
+$1.24M
|
+27,146
|
+4%
|
|
|
24
|
Hantz Financial Services
Southfield,
Michigan
|
$28.9M
|
-$973K
|
-21,372
|
-3%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$24.5M
|
+$4.06M
|
+89,172
|
+18%
|
|
