|
1
|
Bank of America
Charlotte,
North Carolina
|
$517M
|
-$26.1M
|
-566,501
|
-5%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$362M
|
+$22.4M
|
+486,823
|
+7%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$244M
|
+$4.48M
|
+97,185
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$224M
|
+$2.66M
|
+57,759
|
+1%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$174M
|
-$2.54M
|
-55,152
|
-1%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$147M
|
+$2.53M
|
+54,954
|
+2%
|
|
|
7
|
|
$144M
|
-$3.08M
|
-66,813
|
-2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$141M
|
+$6.88M
|
+149,439
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$128M
|
+$8.69M
|
+188,790
|
+7%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$125M
|
-$5.83M
|
-126,699
|
-5%
|
|
|
11
|
|
$100M
|
+$155K
|
+3,367
|
+0.2%
|
|
|
12
|
Linscomb Wealth
Houston,
Texas
|
$99.9M
|
+$242K
|
+5,250
|
+0.2%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$96.5M
|
+$3.87M
|
+84,012
|
+4%
|
|
|
14
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$95.1M
|
-$1.43M
|
-31,083
|
-2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$87.7M
|
+$2.45M
|
+53,271
|
+3%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$84.6M
|
-$1.06M
|
-23,071
|
-1%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$80.4M
|
+$62.1M
|
+1,347,696
|
+367%
|
|
|
18
|
Berman McAleer
Timonium,
Maryland
|
$73.4M
|
+$423K
|
+9,195
|
+0.6%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$70M
|
+$34.7M
|
+754,055
|
+102%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$66.6M
|
+$1.46M
|
+31,639
|
+2%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$60.4M
|
-$5.03M
|
-109,199
|
-8%
|
|
|
22
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$59M
|
+$57.9M
|
+1,257,833
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.2M
|
-$1.18M
|
-25,654
|
-2%
|
|
|
24
|
Holt Capital Partners
Fort Worth,
Texas
|
$44.1M
|
+$10.7M
|
+233,392
|
+33%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$43.5M
|
+$725K
|
+15,752
|
+2%
|
|
