|
1
|
Bank of America
Charlotte,
North Carolina
|
$93.9M
|
+$12.8M
|
+705,474
|
+15%
|
|
|
2
|
|
$57.3M
|
+$13.1M
|
+724,840
|
+29%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$56.4M
|
+$4.62M
|
+254,868
|
+9%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$33.6M
|
+$1.26M
|
+69,786
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$31.8M
|
+$1.38M
|
+76,063
|
+4%
|
|
|
6
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$27.8M
|
+$2.51M
|
+138,544
|
+10%
|
|
|
7
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26.8M
|
–
|
–
|
–
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$20.1M
|
-$5.87M
|
-323,706
|
-22%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$1.73M
|
+95,317
|
+17%
|
|
|
10
|
Tradewinds Capital Management
Bellingham,
Washington
|
$11.1M
|
+$11.4M
|
+631,540
|
New
|
|
|
11
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$10.5M
|
+$64.2K
|
+3,541
|
+0.6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.77M
|
-$1.05M
|
-58,146
|
-9%
|
|
|
13
|
Wealth Intelligence
Columbus,
Georgia
|
$9.54M
|
-$1.44M
|
-79,237
|
-13%
|
|
|
14
|
Dougherty & Associates
Spring Hill,
Florida
|
$8.99M
|
+$559K
|
+30,869
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.49M
|
+$2.82M
|
+155,882
|
+48%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.36M
|
+$161K
|
+8,878
|
+2%
|
|
|
17
|
Carmel Capital Partners
San Diego,
California
|
$6.92M
|
+$387K
|
+21,373
|
+6%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.45M
|
+$737K
|
+40,672
|
+12%
|
|
|
19
|
Level Four Advisory Services
Dallas,
Texas
|
$6.41M
|
-$604K
|
-33,356
|
-8%
|
|
|
20
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.99M
|
+$107K
|
+5,929
|
+2%
|
|
|
21
|
Silver Coast Investments
San Diego,
United States
|
$5.33M
|
+$187K
|
+10,296
|
+4%
|
|
|
22
|
Park Avenue Securities
New York
|
$5.19M
|
-$1.29M
|
-71,279
|
-19%
|
|
|
23
|
Investors Research Corp
Atlanta,
Georgia
|
$5.16M
|
+$400K
|
+22,059
|
+8%
|
|
|
24
|
Capital Square
Chattanooga,
Tennessee
|
$5.03M
|
+$1.83M
|
+101,222
|
+60%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$4.55M
|
-$119K
|
-6,572
|
-3%
|
|
