|
1
|
Bank of America
Charlotte,
North Carolina
|
$317M
|
+$9.15M
|
+181,080
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$283M
|
-$4.96M
|
-98,111
|
-2%
|
|
|
3
|
|
$201M
|
-$7.58K
|
-150
|
-0%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$181M
|
-$8.12M
|
-160,692
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
-$17.9M
|
-353,869
|
-10%
|
|
|
6
|
Oxbow Advisors
Austin,
Texas
|
$135M
|
+$50.5M
|
+999,068
|
+60%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$103M
|
-$1.51M
|
-29,952
|
-1%
|
|
|
8
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$84.7M
|
+$7.67M
|
+151,847
|
+10%
|
|
|
9
|
Renaissance Technologies
New York
|
$82.5M
|
+$4.48M
|
+88,695
|
+6%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$76.4M
|
-$2.12M
|
-41,910
|
-3%
|
|
|
11
|
BIP Wealth
Atlanta,
Georgia
|
$74.8M
|
+$12.2M
|
+241,272
|
+19%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$73M
|
-$16.5M
|
-326,060
|
-18%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$69.3M
|
+$1.54M
|
+30,486
|
+2%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$64.4M
|
-$5.59M
|
-110,704
|
-8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.8M
|
+$884K
|
+17,486
|
+1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$61.6M
|
-$11.3M
|
-223,009
|
-15%
|
|
|
17
|
Axxcess Wealth Management
Carlsbad,
California
|
$60M
|
+$5.76M
|
+113,938
|
+11%
|
|
|
18
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$59.9M
|
+$6.61M
|
+130,859
|
+12%
|
|
|
19
|
Acute Investment Advisory
Mesa,
Arizona
|
$56.3M
|
-$1.04M
|
-20,619
|
-2%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$50M
|
+$1.62M
|
+32,152
|
+3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.5M
|
-$6.62M
|
-130,996
|
-12%
|
|
|
22
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$44.9M
|
-$1.01M
|
-20,048
|
-2%
|
|
|
23
|
Rinkey Investments
San Diego,
California
|
$44.5M
|
-$845K
|
-16,714
|
-2%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$44.2M
|
+$44.1M
|
+872,706
|
New
|
|
|
25
|
Landaas & Company
Milwaukee,
Wisconsin
|
$42.2M
|
-$39.7K
|
-785
|
-0.1%
|
|
