|
1
|
Mather Group
Chicago,
Illinois
|
$299M
|
+$182M
|
+4,366,469
|
+139%
|
|
|
2
|
|
$30.7M
|
-$5.44M
|
-130,372
|
-14%
|
|
|
3
|
|
$24M
|
+$16.8M
|
+402,577
|
+201%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.5M
|
+$2.53M
|
+60,711
|
+16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
-$158K
|
-3,793
|
-1%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$11.2M
|
+$11.7M
|
+280,000
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.19M
|
-$1.14M
|
-27,428
|
-12%
|
|
|
8
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$4.01M
|
+$152K
|
+3,637
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.02M
|
+$169K
|
+4,059
|
+6%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.18M
|
+$2.28M
|
+54,772
|
New
|
|
|
11
|
Midwest Financial Network
Tinley Park,
Illinois
|
$1.55M
|
+$1.62M
|
+38,963
|
New
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$1.48M
|
+$1.55M
|
+37,223
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.16M
|
-$29.8K
|
-715
|
-2%
|
|
|
14
|
Allen Capital Group
Grand Island,
Nebraska
|
$922K
|
-$24.4K
|
-586
|
-2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$692K
|
+$49.3K
|
+1,182
|
+7%
|
|
|
16
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$652K
|
+$105K
|
+2,519
|
+18%
|
|
|
17
|
|
$648K
|
+$678K
|
+16,260
|
New
|
|
|
18
|
Family Management
New York
|
$645K
|
–
|
–
|
–
|
|
|
19
|
K2 Financial
Glendora,
California
|
$530K
|
+$559K
|
+13,397
|
New
|
|
|
20
|
Independent Financial Group
San Diego,
California
|
$393K
|
+$411K
|
+9,867
|
New
|
|
|
21
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$344K
|
–
|
–
|
–
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$308K
|
-$18.2K
|
-437
|
-5%
|
|
|
23
|
Lodestar Private Asset Management
Alamo,
California
|
$300K
|
-$80.6K
|
-1,933
|
-20%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$287K
|
+$16.8K
|
+403
|
+6%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$286K
|
–
|
–
|
–
|
|
