|
1
|
LPL Financial
San Diego,
California
|
$325M
|
-$16.6M
|
-328,932
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$284M
|
-$108M
|
-2,133,839
|
-28%
|
|
|
3
|
|
$160M
|
-$24.2M
|
-478,627
|
-13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$105M
|
+$2.1M
|
+41,475
|
+2%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$81M
|
-$9.76M
|
-192,956
|
-11%
|
|
|
6
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$80.5M
|
+$4.83M
|
+95,596
|
+6%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$80.3M
|
+$1.23M
|
+24,294
|
+2%
|
|
|
8
|
BIP Wealth
Atlanta,
Georgia
|
$77M
|
+$11M
|
+218,469
|
+17%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$68.8M
|
+$14.5M
|
+287,148
|
+27%
|
|
|
10
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$67.1M
|
-$585K
|
-11,571
|
-0.9%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$65.3M
|
+$6.3M
|
+124,643
|
+11%
|
|
|
12
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$61.6M
|
+$1.68M
|
+33,295
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.6M
|
+$7.75M
|
+153,348
|
+15%
|
|
|
14
|
Axxcess Wealth Management
Carlsbad,
California
|
$59.3M
|
+$59.2M
|
+1,171,791
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$55.7M
|
+$5.19M
|
+102,739
|
+10%
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
$55.5M
|
+$1.57M
|
+31,145
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.5M
|
-$36M
|
-712,849
|
-41%
|
|
|
18
|
Stash Investments
New York
|
$51.2M
|
+$5.29M
|
+104,557
|
+12%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$50.4M
|
-$2.08M
|
-41,172
|
-4%
|
|
|
20
|
Rinkey Investments
San Diego,
California
|
$48.7M
|
+$8.31M
|
+164,450
|
+21%
|
|
|
21
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$45.1M
|
-$845K
|
-16,714
|
-2%
|
|
|
22
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$43.7M
|
-$13.7M
|
-271,855
|
-24%
|
|
|
23
|
Walker Financial Services
Bowling Green,
Kentucky
|
$43.1M
|
+$3.81M
|
+75,265
|
+10%
|
|
|
24
|
AlphaCore Capital
La Jolla,
California
|
$41.4M
|
-$788K
|
-15,591
|
-2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$41.3M
|
-$2.07M
|
-40,998
|
-5%
|
|
