|
1
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$7.76M
|
+399,045
|
+8%
|
|
|
2
|
|
$41.7M
|
+$775K
|
+39,845
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$35.4M
|
+$1.02M
|
+52,580
|
+3%
|
|
|
4
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$26.6M
|
+$381K
|
+19,565
|
+2%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$22.5M
|
+$3.74M
|
+192,545
|
+21%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$21.6M
|
-$423K
|
-21,740
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$21.3M
|
+$20.5M
|
+1,056,340
|
New
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.7M
|
+$2.39M
|
+122,965
|
+14%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.8M
|
-$4.37M
|
-224,915
|
-21%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$16M
|
+$2.34M
|
+120,110
|
+18%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.7M
|
+$393K
|
+20,210
|
+3%
|
|
|
12
|
Kinsight LLC
Birmingham,
Alabama
|
$10.1M
|
+$5.07M
|
+260,910
|
+109%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.91M
|
-$290K
|
-14,920
|
-3%
|
|
|
14
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$8.25M
|
-$347K
|
-17,840
|
-4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.77M
|
+$483K
|
+24,825
|
+7%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$6.93M
|
-$1.37M
|
-70,425
|
-17%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6M
|
+$5.79M
|
+297,575
|
New
|
|
|
18
|
Cerity Partners OCIO
New York
|
$5.93M
|
+$3.97M
|
+204,000
|
+226%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$5.53M
|
+$972
|
+50
|
+0%
|
|
|
20
|
ACG Wealth
Atlanta,
Georgia
|
$5.36M
|
+$79.4K
|
+4,080
|
+2%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$4.76M
|
+$49K
|
+2,520
|
+1%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.7M
|
+$1.9M
|
+97,840
|
+72%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$4.41M
|
+$2.06M
|
+105,800
|
+94%
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.32M
|
+$4.28M
|
+220,120
|
New
|
|
|
25
|
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
|
$3.97M
|
+$715K
|
+36,740
|
+23%
|
|
