|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$451M
|
+$14M
|
+413,489
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$155M
|
+$16.6M
|
+488,954
|
+13%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$147M
|
+$16.6M
|
+490,954
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$38.4M
|
-$1.54M
|
-45,382
|
-4%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.3M
|
-$2.47M
|
-72,850
|
-15%
|
|
|
6
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$11.3M
|
+$146K
|
+4,305
|
+1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.99M
|
-$450K
|
-13,295
|
-5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$8.64M
|
-$205K
|
-6,043
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.39M
|
+$512K
|
+15,108
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.55M
|
+$65.5K
|
+1,936
|
+1%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.18M
|
-$59.8K
|
-1,765
|
-1%
|
|
|
12
|
Summit Global Investments
Bountiful,
Utah
|
$4.61M
|
-$8.32M
|
-245,815
|
-66%
|
|
|
13
|
Wade Financial Advisory
Campbell,
California
|
$4.58M
|
-$584K
|
-17,240
|
-12%
|
|
|
14
|
Brickley Wealth Management
San Mateo,
California
|
$4.53M
|
-$6.33K
|
-187
|
-0.1%
|
|
|
15
|
Raymond James Trust
St. Petersburg,
Florida
|
$4.52M
|
+$141K
|
+4,167
|
+3%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$3.31M
|
-$283K
|
-8,346
|
-8%
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.29M
|
-$392K
|
-11,568
|
-11%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$2.92M
|
+$64.1K
|
+1,894
|
+2%
|
|
|
19
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.56M
|
-$121K
|
-3,563
|
-5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.71M
|
+$10.4K
|
+306
|
+0.6%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$1.6M
|
+$24K
|
+709
|
+2%
|
|
|
22
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.59M
|
-$156K
|
-4,605
|
-9%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.59M
|
+$647K
|
+19,114
|
+75%
|
|
|
24
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.55M
|
+$161K
|
+4,761
|
+12%
|
|
|
25
|
Armbruster Capital Management
Pittsford,
New York
|
$1.46M
|
+$284K
|
+8,400
|
+26%
|
|
