|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$206M
|
+$71.1M
|
+719,793
|
+54%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$111M
|
+$7.28M
|
+73,631
|
+7%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$100M
|
+$8.31M
|
+84,058
|
+9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$88.6M
|
+$35.4M
|
+358,381
|
+68%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$70.7M
|
+$7.35M
|
+74,355
|
+12%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$48.5M
|
+$8.96M
|
+90,611
|
+23%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$46.4M
|
+$42.5M
|
+429,788
|
+1,219%
|
|
|
8
|
L.J. Altfest & Co
New York
|
$41.7M
|
-$77K
|
-779
|
-0.2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$36M
|
-$502K
|
-5,077
|
-1%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$33M
|
+$2.25M
|
+22,768
|
+7%
|
|
|
11
|
Lee Financial
Dallas,
Texas
|
$31.7M
|
+$1.04M
|
+10,566
|
+3%
|
|
|
12
|
|
$27.4M
|
-$12.4M
|
-125,115
|
-31%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$24.8M
|
+$2.67K
|
+27
|
+0%
|
|
|
14
|
Keating Investment Counselors
Delray Beach,
Florida
|
$15.6M
|
-$261K
|
-2,640
|
-2%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$14.3M
|
-$2.22M
|
-22,487
|
-14%
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$14.2M
|
+$1.96M
|
+19,866
|
+16%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.1M
|
+$1.93M
|
+19,490
|
+17%
|
|
|
18
|
BBVA USA Bancshares
Houston,
Texas
|
$13M
|
+$494K
|
+5,002
|
+4%
|
|
|
19
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$11.8M
|
+$1.91M
|
+19,326
|
+20%
|
|
|
20
|
|
$11.3M
|
-$84.6M
|
-856,206
|
-88%
|
|
|
21
|
Barber Financial Group
Lenexa,
Kansas
|
$11.1M
|
+$763K
|
+7,718
|
+7%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
-$1.34M
|
-13,574
|
-11%
|
|
|
23
|
|
$10.8M
|
+$10.4M
|
+105,607
|
+4,538%
|
|
|
24
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$10.7M
|
+$210K
|
+2,125
|
+2%
|
|
|
25
|
The Family Firm
Bethesda,
Maryland
|
$9.8M
|
-$234K
|
-2,369
|
-2%
|
|
