|
1
|
|
$51.5M
|
+$843K
|
+38,589
|
+2%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$30.6M
|
+$1.95M
|
+88,992
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.2M
|
+$417K
|
+19,086
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$25.4M
|
-$1.48M
|
-67,812
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.8M
|
+$37.5K
|
+1,716
|
+0.2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.7M
|
+$515K
|
+23,556
|
+3%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.1M
|
+$1.17M
|
+53,388
|
+8%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$14.3M
|
+$523K
|
+23,907
|
+4%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.6M
|
+$3.9M
|
+178,473
|
+59%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.35M
|
+$1.22M
|
+55,908
|
+15%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.68M
|
+$300K
|
+13,740
|
+4%
|
|
|
12
|
SII Investments
Appleton,
Wisconsin
|
$8.43M
|
+$8.14M
|
+372,411
|
+3,573%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$6.98M
|
+$640K
|
+29,286
|
+10%
|
|
|
14
|
Fusion Family Wealth
Woodbury,
New York
|
$6.77M
|
+$495K
|
+22,647
|
+8%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$5.03M
|
–
|
–
|
–
|
|
|
16
|
Tompkins Financial
Ithaca,
New York
|
$4.01M
|
+$86.3K
|
+3,948
|
+2%
|
|
|
17
|
Madison Investment Holdings
Madison,
Wisconsin
|
$2.56M
|
+$236K
|
+10,788
|
+10%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$2.56M
|
+$334K
|
+15,288
|
+15%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.91M
|
+$1.57M
|
+71,682
|
+482%
|
|
|
20
|
|
$1.63M
|
+$1.61M
|
+73,818
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62M
|
+$229K
|
+10,464
|
+17%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.61M
|
+$299K
|
+13,695
|
+23%
|
|
|
23
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$1.53M
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.36M
|
+$508K
|
+23,226
|
+60%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.27M
|
-$14.4K
|
-657
|
-1%
|
|
