|
1
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$17.6M
|
+370,099
|
+15%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$63.2M
|
+$2.21M
|
+46,385
|
+3%
|
|
|
3
|
|
$54.6M
|
+$3.34M
|
+69,979
|
+6%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$50.9M
|
-$856K
|
-17,958
|
-2%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$48.4M
|
+$972K
|
+20,399
|
+2%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$47.3M
|
+$1.69M
|
+35,362
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$42.7M
|
+$11.9M
|
+249,591
|
+37%
|
|
|
8
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$36.9M
|
+$930K
|
+19,510
|
+2%
|
|
|
9
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$35M
|
+$1.88M
|
+39,387
|
+5%
|
|
|
10
|
First Foundation Advisors
Irvine,
California
|
$34.8M
|
-$791K
|
-16,599
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.3M
|
-$3.87M
|
-81,209
|
-10%
|
|
|
12
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$29.4M
|
+$600K
|
+12,596
|
+2%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.2M
|
-$7.96M
|
-167,024
|
-29%
|
|
|
14
|
NFP Retirement Inc
Aliso Viejo,
California
|
$17.1M
|
-$287K
|
-6,013
|
-2%
|
|
|
15
|
|
$16.5M
|
-$5.42M
|
-113,614
|
-24%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.5M
|
+$60K
|
+1,258
|
+0.4%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.8M
|
+$856K
|
+17,959
|
+7%
|
|
|
18
|
Equitable Holdings
New York
|
$12.7M
|
+$5.13M
|
+107,551
|
+64%
|
|
|
19
|
Traction Financial Partners
Encampment,
Wyoming
|
$12.6M
|
+$7M
|
+146,869
|
+116%
|
|
|
20
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$12.3M
|
+$74.2K
|
+1,556
|
+0.6%
|
|
|
21
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$12.1M
|
+$451K
|
+9,462
|
+4%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.6M
|
+$46.4K
|
+973
|
+0.4%
|
|
|
23
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.5M
|
+$12M
|
+251,726
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
-$660K
|
-13,837
|
-5%
|
|
|
25
|
AlphaCore Capital
La Jolla,
California
|
$11M
|
-$48.4K
|
-1,016
|
-0.4%
|
|
