|
1
|
Bank of America
Charlotte,
North Carolina
|
$82.8M
|
+$2.64M
|
+151,995
|
+3%
|
|
|
2
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$22.6M
|
+$1.15M
|
+66,365
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$22.6M
|
+$2.63M
|
+151,845
|
+14%
|
|
|
4
|
|
$20.5M
|
+$1.62M
|
+93,485
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.8M
|
+$496K
|
+28,580
|
+3%
|
|
|
6
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.9M
|
+$373K
|
+21,525
|
+3%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.73M
|
+$1.35M
|
+77,765
|
+17%
|
|
|
8
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$9.24M
|
+$67K
|
+3,865
|
+0.8%
|
|
|
9
|
ACG Wealth
Atlanta,
Georgia
|
$7.87M
|
+$7.62M
|
+439,290
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.84M
|
-$892K
|
-51,440
|
-11%
|
|
|
11
|
|
$7.6M
|
+$690K
|
+39,775
|
+10%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.52M
|
+$7.28M
|
+419,995
|
New
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.12M
|
+$6.89M
|
+397,420
|
New
|
|
|
14
|
New York Life Investment Management
New York
|
$6.49M
|
-$356K
|
-20,500
|
-5%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$5.95M
|
+$4.66M
|
+268,440
|
+419%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.75M
|
+$191K
|
+11,030
|
+4%
|
|
|
17
|
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
|
$5.74M
|
+$263K
|
+15,140
|
+5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.07M
|
+$1.42M
|
+81,930
|
+41%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.41M
|
+$1.45M
|
+83,595
|
+51%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$4.2M
|
+$579K
|
+33,395
|
+17%
|
|
|
21
|
Oppenheimer & Co
New York
|
$4.03M
|
-$26.2K
|
-1,510
|
-0.7%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$3.92M
|
+$335K
|
+19,290
|
+10%
|
|
|
23
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.11M
|
+$574K
|
+33,120
|
+24%
|
|
|
24
|
Madison Investment Holdings
Madison,
Wisconsin
|
$2.17M
|
+$129K
|
+7,430
|
+7%
|
|
|
25
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.13M
|
–
|
–
|
–
|
|
