|
1
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
-$723K
|
-35,730
|
-0.7%
|
|
|
2
|
|
$38.1M
|
-$4.78M
|
-236,610
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$36.7M
|
+$142K
|
+7,015
|
+0.4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$31.3M
|
+$7.82M
|
+386,510
|
+35%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$22.9M
|
+$874K
|
+43,240
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$18.8M
|
-$3.41M
|
-168,465
|
-16%
|
|
|
7
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$17.8M
|
-$3.49M
|
-172,425
|
-17%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.5M
|
+$65.8K
|
+3,255
|
+0.4%
|
|
|
9
|
Frontier Wealth Management
Kansas City,
Missouri
|
$15.9M
|
+$15.4M
|
+762,180
|
New
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.7M
|
-$842K
|
-41,650
|
-5%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$15.2M
|
+$8.81M
|
+435,595
|
+148%
|
|
|
12
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$14.1M
|
-$13M
|
-640,660
|
-49%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.7M
|
-$414K
|
-20,490
|
-3%
|
|
|
14
|
Kinsight LLC
Birmingham,
Alabama
|
$11M
|
+$607K
|
+30,025
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
+$2.36M
|
+116,670
|
+30%
|
|
|
16
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$8.3M
|
-$215K
|
-10,625
|
-3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.07M
|
-$1.1M
|
-54,195
|
-12%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$7.75M
|
+$572K
|
+28,300
|
+8%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.81M
|
-$372K
|
-18,380
|
-6%
|
|
|
20
|
ACG Wealth
Atlanta,
Georgia
|
$5.68M
|
+$148K
|
+7,305
|
+3%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$5.04M
|
+$120K
|
+5,930
|
+3%
|
|
|
22
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.84M
|
+$182K
|
+8,990
|
+4%
|
|
|
23
|
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
|
$4.76M
|
+$640K
|
+31,625
|
+16%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$4.75M
|
-$927K
|
-45,820
|
-17%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$4.64M
|
+$93.1K
|
+4,605
|
+2%
|
|
