|
1
|
|
$61.4M
|
+$18.8M
|
+995,788
|
+47%
|
|
|
2
|
|
$20.3M
|
-$1.13M
|
-59,800
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$17M
|
+$5.11M
|
+270,900
|
+45%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$6.85M
|
+362,893
|
+92%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$7.12M
|
+377,122
|
+150%
|
|
|
6
|
AJ Wealth Strategies
New York
|
$11.6M
|
-$399K
|
-21,137
|
-3%
|
|
|
7
|
Clear Creek Financial Management
Silverdale,
Washington
|
$7.18M
|
+$6.9M
|
+365,734
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.9M
|
+$13.7K
|
+724
|
+0.2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.86M
|
+$5.96M
|
+315,770
|
+945%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$6.5M
|
+$3.2M
|
+169,664
|
+105%
|
|
|
11
|
First American Trust
Santa Ana,
California
|
$6.46M
|
-$1.64M
|
-87,059
|
-21%
|
|
|
12
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$6.31M
|
+$6.07M
|
+321,320
|
New
|
|
|
13
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$6.13M
|
+$116K
|
+6,152
|
+2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.1M
|
+$3.13M
|
+165,566
|
+176%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.94M
|
+$192K
|
+10,168
|
+5%
|
|
|
16
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.5M
|
+$281K
|
+14,895
|
+9%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.48M
|
+$2.66M
|
+140,816
|
+384%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.45M
|
+$639K
|
+33,831
|
+24%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$3.38M
|
+$264K
|
+13,986
|
+9%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$3.35M
|
+$2.76M
|
+146,212
|
+601%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.24M
|
+$348K
|
+18,413
|
+13%
|
|
|
22
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$3.21M
|
+$3.3M
|
+175,032
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.94M
|
+$1.7M
|
+90,287
|
+152%
|
|
|
24
|
Venturi Wealth Management
Austin,
Texas
|
$2.9M
|
+$845K
|
+44,762
|
+43%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$2.8M
|
-$88.5K
|
-4,689
|
-3%
|
|
