|
1
|
Bank of America
Charlotte,
North Carolina
|
$69.3M
|
+$46.3K
|
+2,511
|
+0.1%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$55.6M
|
+$3.98M
|
+216,008
|
+8%
|
|
|
3
|
Metis Global Partners
San Diego,
California
|
$50.6M
|
+$1.21M
|
+65,387
|
+2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$43.6M
|
+$119K
|
+6,460
|
+0.3%
|
|
|
5
|
|
$41.1M
|
-$1.66M
|
-90,015
|
-4%
|
|
|
6
|
|
$35.2M
|
+$15.3M
|
+828,144
|
+71%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$28.1M
|
+$468K
|
+25,403
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.2M
|
-$24.7K
|
-1,338
|
-0.1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$23.5M
|
+$3.12M
|
+169,160
|
+15%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.5M
|
-$179K
|
-9,734
|
-1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$909K
|
+49,332
|
+6%
|
|
|
12
|
WT Wealth Management
Scottsdale,
Arizona
|
$13.5M
|
+$4.2M
|
+227,599
|
+42%
|
|
|
13
|
Allen Capital Group
Grand Island,
Nebraska
|
$12.5M
|
+$136K
|
+7,389
|
+1%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.3M
|
-$5.27M
|
-285,985
|
-29%
|
|
|
15
|
Waverton Investment Management
London,
United Kingdom
|
$12M
|
+$823K
|
+44,620
|
+7%
|
|
|
16
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$11.9M
|
-$147K
|
-8,000
|
-1%
|
|
|
17
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$11.8M
|
+$2.36M
|
+127,817
|
+24%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.5M
|
-$964K
|
-52,307
|
-7%
|
|
|
19
|
Cypress Capital
Franklin,
Tennessee
|
$10.9M
|
+$11.8K
|
+639
|
+0.1%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$10.1M
|
+$693K
|
+37,577
|
+7%
|
|
|
21
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$8.77M
|
+$117K
|
+6,373
|
+1%
|
|
|
22
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$8.62M
|
+$2.66M
|
+144,085
|
+42%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$8.37M
|
+$3.72M
|
+201,705
|
+74%
|
|
|
24
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$8.22M
|
-$3.86M
|
-209,459
|
-31%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.07M
|
+$202K
|
+10,982
|
+2%
|
|
