|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$131M
|
+$112M
|
+1,137,781
|
+571%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$102M
|
-$20.6M
|
-209,457
|
-17%
|
|
|
3
|
|
$95M
|
-$16.5M
|
-168,272
|
-15%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$90.2M
|
+$5.68M
|
+57,905
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$62.3M
|
-$4.96M
|
-50,562
|
-7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$52M
|
+$11.2M
|
+113,911
|
+27%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$41M
|
+$1.79M
|
+18,232
|
+5%
|
|
|
8
|
|
$39.2M
|
+$6.27M
|
+63,877
|
+19%
|
|
|
9
|
Destination Wealth Management
Walnut Creek,
California
|
$38.8M
|
-$9.6M
|
-97,756
|
-20%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$35.9M
|
+$6.22M
|
+63,349
|
+21%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$30.2M
|
+$1.63M
|
+16,608
|
+6%
|
|
|
12
|
Lee Financial
Dallas,
Texas
|
$30.1M
|
-$2.08M
|
-21,208
|
-6%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$24.4M
|
+$903K
|
+9,198
|
+4%
|
|
|
14
|
Trilogy Capital
Irvine,
California
|
$16.2M
|
-$1.16M
|
-11,806
|
-7%
|
|
|
15
|
Keating Investment Counselors
Delray Beach,
Florida
|
$15.6M
|
-$6.39M
|
-65,070
|
-29%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.9M
|
+$12.8M
|
+130,665
|
+1,146%
|
|
|
17
|
IndexIQ Advisors
New York
|
$12.7M
|
+$5.85M
|
+59,607
|
+85%
|
|
|
18
|
BBVA USA Bancshares
Houston,
Texas
|
$12.3M
|
-$621K
|
-6,322
|
-5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
-$2.21M
|
-22,481
|
-15%
|
|
|
20
|
BB&T Securities
Richmond,
Virginia
|
$12M
|
+$2.04M
|
+20,731
|
+20%
|
|
|
21
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$11.5M
|
-$503K
|
-5,128
|
-4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
+$5.32M
|
+54,203
|
+87%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$11M
|
+$1.25M
|
+12,756
|
+13%
|
|
|
24
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$10.3M
|
+$1.13M
|
+11,562
|
+12%
|
|
|
25
|
Barber Financial Group
Lenexa,
Kansas
|
$10.2M
|
-$370K
|
-3,770
|
-4%
|
|
