|
1
|
Mather Group
Chicago,
Illinois
|
$139M
|
+$135M
|
+3,137,122
|
New
|
|
|
2
|
|
$40M
|
-$542K
|
-12,611
|
-1%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.8M
|
+$7.51M
|
+174,683
|
+86%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$105K
|
+2,445
|
+0.9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$652K
|
-15,164
|
-6%
|
|
|
6
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$10.1M
|
+$314K
|
+7,297
|
+3%
|
|
|
7
|
|
$8.88M
|
+$2.18M
|
+50,582
|
+34%
|
|
|
8
|
Bison Wealth
Atlanta,
Georgia
|
$4.9M
|
+$4.75M
|
+110,361
|
New
|
|
|
9
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$4.31M
|
+$63.8K
|
+1,482
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.18M
|
+$16.2K
|
+377
|
+0.5%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.03M
|
+$1.97M
|
+45,681
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.76M
|
+$410K
|
+9,540
|
+32%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.53M
|
+$516
|
+12
|
+0%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.32M
|
+$50.5K
|
+1,173
|
+4%
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.05M
|
-$29.9K
|
-695
|
-3%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$793K
|
-$4.6K
|
-107
|
-0.6%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$719K
|
+$365K
|
+8,488
|
+110%
|
|
|
18
|
Family Management
New York
|
$719K
|
–
|
–
|
–
|
|
|
19
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$615K
|
+$92.1K
|
+2,142
|
+18%
|
|
|
20
|
Argent Trust Co
Nashville,
Tennessee
|
$509K
|
-$50.6K
|
-1,176
|
-9%
|
|
|
21
|
Pacific Financial Group
Bellevue,
Washington
|
$461K
|
+$446K
|
+10,374
|
New
|
|
|
22
|
Lodestar Private Asset Management
Alamo,
California
|
$420K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$394K
|
-$616K
|
-14,327
|
-62%
|
|
|
24
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$384K
|
+$372K
|
+8,639
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$363K
|
+$29.1K
|
+677
|
+9%
|
|
