|
1
|
|
$277M
|
-$4.22M
|
-152,688
|
-2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$228M
|
+$23.1M
|
+836,574
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
+$10.2M
|
+369,277
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$154M
|
-$1.92M
|
-69,536
|
-1%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$127M
|
+$6.38M
|
+230,606
|
+5%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$105M
|
+$9.24M
|
+334,047
|
+10%
|
|
|
7
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$71.6M
|
+$1.36M
|
+49,045
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$63.6M
|
+$6.44M
|
+233,048
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$61M
|
+$5.12M
|
+185,113
|
+9%
|
|
|
10
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$37.4M
|
+$1.61M
|
+58,334
|
+5%
|
|
|
11
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$32.9M
|
-$6.78M
|
-245,157
|
-17%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.3M
|
+$2.17M
|
+78,371
|
+8%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$30.2M
|
+$513K
|
+18,537
|
+2%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$21.5M
|
-$207K
|
-7,487
|
-1%
|
|
|
15
|
Paracle Advisors
Mercer Island,
Washington
|
$21.3M
|
+$859K
|
+31,066
|
+4%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$19M
|
+$4.8M
|
+173,618
|
+34%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.2M
|
-$11.8M
|
-425,023
|
-39%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$17M
|
+$1.5M
|
+54,332
|
+10%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
-$6.9M
|
-249,688
|
-30%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
+$2.05M
|
+74,018
|
+18%
|
|
|
21
|
Karpus Investment Management
Pittsford,
New York
|
$12.9M
|
+$3.01M
|
+108,884
|
+31%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$12.6M
|
+$233K
|
+8,431
|
+2%
|
|
|
23
|
Executive Wealth Management
Brighton,
Michigan
|
$12.5M
|
+$2.34M
|
+84,712
|
+23%
|
|
|
24
|
|
$12.1M
|
-$507K
|
-18,331
|
-4%
|
|
|
25
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$11.8M
|
+$973K
|
+35,209
|
+9%
|
|
