|
1
|
|
$1.09B
|
-$23.6M
|
-518,808
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$441M
|
-$54.7M
|
-1,203,322
|
-11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$244M
|
+$4.82M
|
+105,986
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$192M
|
-$6.26M
|
-137,568
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$175M
|
-$9.33M
|
-205,082
|
-5%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$143M
|
+$8.82M
|
+193,878
|
+7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135M
|
-$14.5M
|
-318,224
|
-10%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$128M
|
-$9.35M
|
-205,558
|
-7%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$105M
|
+$5.11M
|
+112,326
|
+5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$102M
|
+$12.3M
|
+270,352
|
+14%
|
|
|
11
|
Cresset Asset Management
Chicago,
Illinois
|
$90.4M
|
+$6.09M
|
+133,966
|
+7%
|
|
|
12
|
IAM Advisory
Easton,
Pennsylvania
|
$84.5M
|
+$5.54M
|
+121,720
|
+7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$76.7M
|
+$6.46M
|
+142,050
|
+9%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$73.4M
|
+$5.15M
|
+113,282
|
+8%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$65M
|
+$943K
|
+20,722
|
+1%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$58.5M
|
+$4.37M
|
+96,036
|
+8%
|
|
|
17
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$58M
|
-$6.87M
|
-151,136
|
-11%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.3M
|
+$909K
|
+19,986
|
+2%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$45.7M
|
+$52.8K
|
+1,160
|
+0.1%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$45.6M
|
-$11.8M
|
-260,390
|
-21%
|
|
|
21
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$34.5M
|
+$5.65M
|
+124,270
|
+20%
|
|
|
22
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$33.1M
|
-$817K
|
-17,954
|
-2%
|
|
|
23
|
|
$32.9M
|
+$57K
|
+1,254
|
+0.2%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$31.2M
|
+$1.22M
|
+26,750
|
+4%
|
|
|
25
|
Hantz Financial Services
Southfield,
Michigan
|
$30.3M
|
+$555K
|
+12,194
|
+2%
|
|
