|
1
|
Bank of America
Charlotte,
North Carolina
|
$71.9M
|
+$2.13M
|
+112,683
|
+3%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$53M
|
+$7.06M
|
+373,008
|
+15%
|
|
|
3
|
Metis Global Partners
San Diego,
California
|
$51.4M
|
+$52.9M
|
+2,796,094
|
New
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$45.1M
|
-$194K
|
-10,247
|
-0.4%
|
|
|
5
|
|
$44.3M
|
-$474K
|
-25,057
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$28.7M
|
+$1.64M
|
+86,659
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.2M
|
+$19.4M
|
+1,027,175
|
+298%
|
|
|
8
|
|
$21.3M
|
+$10M
|
+528,965
|
+84%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
+$2.99M
|
+158,034
|
+16%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.3M
|
+$5.03M
|
+265,816
|
+36%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.1M
|
-$1.63M
|
-86,174
|
-8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$14.1M
|
+$1.32M
|
+69,825
|
+10%
|
|
|
13
|
Allen Capital Group
Grand Island,
Nebraska
|
$13M
|
+$995K
|
+52,552
|
+8%
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.9M
|
+$12.1M
|
+638,868
|
+1,048%
|
|
|
15
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$12.5M
|
-$606K
|
-32,000
|
-4%
|
|
|
16
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$12.4M
|
+$116K
|
+6,106
|
+0.9%
|
|
|
17
|
Waverton Investment Management
London,
United Kingdom
|
$11.7M
|
+$251K
|
+13,270
|
+2%
|
|
|
18
|
Cypress Capital
Franklin,
Tennessee
|
$11.3M
|
+$27.8K
|
+1,466
|
+0.2%
|
|
|
19
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$10.1M
|
–
|
–
|
–
|
|
|
20
|
WT Wealth Management
Scottsdale,
Arizona
|
$9.85M
|
+$1.21M
|
+63,820
|
+14%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$9.84M
|
+$214K
|
+11,311
|
+2%
|
|
|
22
|
|
$9.19M
|
+$8.92M
|
+471,326
|
+1,627%
|
|
|
23
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$8.99M
|
-$241K
|
-12,730
|
-3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.18M
|
+$490K
|
+25,862
|
+6%
|
|
|
25
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$7.54M
|
-$253K
|
-13,376
|
-3%
|
|
