|
1
|
|
$165M
|
-$259M
|
-5,431,011
|
-61%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$127M
|
+$28.9M
|
+606,593
|
+30%
|
|
|
3
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$88.5M
|
+$6.5M
|
+136,462
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$86.5M
|
+$8.51M
|
+178,674
|
+11%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$70.1M
|
+$12M
|
+252,580
|
+21%
|
|
|
6
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$58.3M
|
+$58M
|
+1,218,670
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$54.3M
|
-$1.19M
|
-24,964
|
-2%
|
|
|
8
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$53.6M
|
+$1.29M
|
+27,044
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$45.1M
|
-$12.8M
|
-269,205
|
-22%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$44.6M
|
+$43.2M
|
+906,682
|
+3,507%
|
|
|
11
|
LJI Wealth Management
Indianapolis,
Indiana
|
$32M
|
+$31.8M
|
+667,872
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.9M
|
+$3.08M
|
+64,673
|
+11%
|
|
|
13
|
World Investment Advisors
Santa Barbara,
California
|
$31.7M
|
-$158K
|
-3,327
|
-0.5%
|
|
|
14
|
Pathstone Family Office
Englewood,
New Jersey
|
$31.3M
|
+$30.5M
|
+639,672
|
+4,626%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$29.3M
|
+$345K
|
+7,250
|
+1%
|
|
|
16
|
Probity Advisors
Dallas,
Texas
|
$29.1M
|
+$700K
|
+14,709
|
+2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.9M
|
+$6.76M
|
+142,022
|
+34%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$21.7M
|
+$4.91M
|
+103,035
|
+29%
|
|
|
19
|
Curi Wealth Management
Raleigh,
North Carolina
|
$19.2M
|
-$1.07M
|
-22,541
|
-5%
|
|
|
20
|
Destiny Wealth Partners
Tavares,
Florida
|
$18.5M
|
-$2.01M
|
-42,114
|
-10%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$17M
|
-$10.8K
|
-227
|
-0.1%
|
|
|
22
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$16.8M
|
+$3.51M
|
+73,622
|
+26%
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$16.2M
|
-$5.08M
|
-106,651
|
-24%
|
|
|
24
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$16.1M
|
+$16M
|
+336,110
|
New
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$15.6M
|
-$2.95M
|
-61,997
|
-16%
|
|
