|
1
|
Bank of America
Charlotte,
North Carolina
|
$52.3M
|
+$3.02M
|
+72,303
|
+6%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$22.5M
|
-$2.12M
|
-50,697
|
-9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
-$3.72M
|
-89,049
|
-16%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$11.8M
|
-$1.69M
|
-40,458
|
-12%
|
|
|
5
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$11.8M
|
+$30.7K
|
+736
|
+0.3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$7.7M
|
+$133K
|
+3,194
|
+2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.67M
|
-$143K
|
-3,431
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.81M
|
-$168K
|
-4,038
|
-3%
|
|
|
9
|
Brickley Wealth Management
San Mateo,
California
|
$5.3M
|
+$42
|
+1
|
+0%
|
|
|
10
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$3.85M
|
-$616K
|
-14,767
|
-14%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$3.69M
|
+$24.6K
|
+590
|
+0.7%
|
|
|
12
|
|
$3.44M
|
-$67.1K
|
-1,607
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.93M
|
-$155K
|
-3,704
|
-5%
|
|
|
14
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.84M
|
+$1.08K
|
+26
|
+0%
|
|
|
15
|
Wade Financial Advisory
Campbell,
California
|
$2.79M
|
-$86.5K
|
-2,072
|
-3%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.56M
|
-$159K
|
-3,800
|
-6%
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.56M
|
+$2.58M
|
+61,769
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2.54M
|
+$1.69M
|
+40,490
|
+194%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.42M
|
-$704K
|
-16,882
|
-22%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.29M
|
-$1.61M
|
-38,600
|
-41%
|
|
|
21
|
Armbruster Capital Management
Pittsford,
New York
|
$1.67M
|
+$24K
|
+575
|
+1%
|
|
|
22
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.45M
|
+$218K
|
+5,233
|
+18%
|
|
|
23
|
Burns Matteson Capital Management
Corning,
New York
|
$1.43M
|
-$1.29K
|
-31
|
-0.1%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.41M
|
+$2.46K
|
+59
|
+0.2%
|
|
|
25
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.37M
|
–
|
–
|
–
|
|
