|
1
|
Bank of America
Charlotte,
North Carolina
|
$49.3M
|
+$6.59M
|
+156,133
|
+15%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$24.6M
|
-$7.01M
|
-165,928
|
-22%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.7M
|
-$1.29M
|
-30,649
|
-5%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$13.5M
|
+$13.7M
|
+325,536
|
New
|
|
|
5
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$11.7M
|
-$2.2M
|
-52,106
|
-16%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.81M
|
-$150K
|
-3,554
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$7.55M
|
-$47.9K
|
-1,135
|
-0.6%
|
|
|
8
|
|
$7.17M
|
+$455K
|
+10,784
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.97M
|
-$299K
|
-7,073
|
-5%
|
|
|
10
|
Brickley Wealth Management
San Mateo,
California
|
$5.31M
|
–
|
–
|
–
|
|
|
11
|
Executive Wealth Management
Brighton,
Michigan
|
$5.11M
|
-$538K
|
-12,729
|
-9%
|
|
|
12
|
Summit Global Investments
Bountiful,
Utah
|
$5.07M
|
-$4.65K
|
-110
|
-0.1%
|
|
|
13
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$4.46M
|
+$4.54M
|
+107,558
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.9M
|
-$1.12M
|
-26,417
|
-22%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$3.67M
|
-$56.6K
|
-1,340
|
-1%
|
|
|
16
|
|
$3.51M
|
+$2.99M
|
+70,810
|
+510%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.12M
|
+$893K
|
+21,152
|
+39%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.09M
|
-$9.8K
|
-232
|
-0.3%
|
|
|
19
|
Wade Financial Advisory
Campbell,
California
|
$2.87M
|
-$117K
|
-2,773
|
-4%
|
|
|
20
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.84M
|
-$29.9K
|
-709
|
-1%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.72M
|
-$485K
|
-11,483
|
-15%
|
|
|
22
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.79M
|
-$51.9K
|
-1,229
|
-3%
|
|
|
23
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.66M
|
+$1.7M
|
+40,155
|
New
|
|
|
24
|
Armbruster Capital Management
Pittsford,
New York
|
$1.65M
|
-$3.17K
|
-75
|
-0.2%
|
|
|
25
|
Burns Matteson Capital Management
Corning,
New York
|
$1.43M
|
-$42
|
-1
|
-0%
|
|
