|
1
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
+$1.53M
|
+36,393
|
+0.9%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$164M
|
+$4.49M
|
+107,004
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$116M
|
-$339K
|
-8,069
|
-0.3%
|
|
|
4
|
|
$104M
|
+$20.6M
|
+490,672
|
+27%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$89.2M
|
+$265K
|
+6,323
|
+0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$70.5M
|
+$19.2K
|
+457
|
+0%
|
|
|
7
|
|
$64.3M
|
-$385K
|
-9,162
|
-0.6%
|
|
|
8
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$62.1M
|
+$11.5M
|
+274,166
|
+25%
|
|
|
9
|
RMG Wealth Management
Platteville,
Wisconsin
|
$61.8M
|
+$1.89M
|
+44,919
|
+3%
|
|
|
10
|
Davis Investment Partners
Charlotte,
North Carolina
|
$61.1M
|
-$1.05M
|
-24,964
|
-2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$59.7M
|
-$3.64M
|
-86,717
|
-6%
|
|
|
12
|
Horizon Wealth Management
La Grange,
Illinois
|
$48.6M
|
+$45.8M
|
+1,090,352
|
New
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$34.6M
|
-$826K
|
-19,684
|
-2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$33.7M
|
-$3.33M
|
-79,413
|
-10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.4M
|
-$654K
|
-15,572
|
-2%
|
|
|
16
|
Summit Trail Advisors
New York
|
$31.4M
|
+$28.9M
|
+689,124
|
+4,241%
|
|
|
17
|
|
$27.4M
|
+$2.98M
|
+71,000
|
+13%
|
|
|
18
|
Baker Avenue Asset Management
San Francisco,
California
|
$24.9M
|
+$870K
|
+20,729
|
+4%
|
|
|
19
|
Bouchey Financial Group
Troy,
New York
|
$22.6M
|
-$171K
|
-4,072
|
-0.8%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$21M
|
-$653K
|
-15,556
|
-3%
|
|
|
21
|
|
$20.3M
|
+$411K
|
+9,798
|
+2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$18.3M
|
+$1.18M
|
+28,130
|
+7%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.8M
|
+$1.59M
|
+37,840
|
+10%
|
|
|
24
|
Prasad Wealth Partners
Independence,
Ohio
|
$14.6M
|
-$2.41M
|
-57,365
|
-15%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
-$1.31M
|
-31,219
|
-9%
|
|
