|
1
|
LPL Financial
San Diego,
California
|
$341M
|
+$21.5M
|
+426,615
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$294M
|
-$47.3M
|
-936,371
|
-14%
|
|
|
3
|
|
$183M
|
-$14.4M
|
-284,579
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$112M
|
-$16M
|
-316,073
|
-13%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.9M
|
-$24.6M
|
-486,995
|
-21%
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
$87M
|
+$13.5M
|
+266,825
|
+18%
|
|
|
7
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$80.4M
|
-$2.69M
|
-53,222
|
-3%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$79.3M
|
-$8.63M
|
-170,958
|
-10%
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$75.6M
|
-$99.7K
|
-1,974
|
-0.1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63.5M
|
-$6.06M
|
-119,971
|
-9%
|
|
|
11
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$62.3M
|
-$2.76M
|
-54,679
|
-4%
|
|
|
12
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$55.5M
|
+$2.06M
|
+40,804
|
+4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$54.6M
|
-$870K
|
-17,236
|
-2%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$53.1M
|
+$1.16M
|
+23,004
|
+2%
|
|
|
15
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$50.9M
|
-$16.8M
|
-333,456
|
-25%
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
$50.6M
|
+$53.5K
|
+1,059
|
+0.1%
|
|
|
17
|
Axxcess Wealth Management
Carlsbad,
California
|
$50.4M
|
-$17.3M
|
-342,766
|
-26%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.9M
|
+$2.13M
|
+42,219
|
+5%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$46.2M
|
-$5.16M
|
-102,274
|
-10%
|
|
|
20
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$45.8M
|
-$1.8M
|
-35,591
|
-4%
|
|
|
21
|
Stash Investments
New York
|
$44M
|
+$3.7M
|
+73,290
|
+9%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$43.5M
|
-$228K
|
-4,524
|
-0.5%
|
|
|
23
|
AlphaCore Capital
La Jolla,
California
|
$42.3M
|
+$42.3M
|
+837,630
|
New
|
|
|
24
|
Rinkey Investments
San Diego,
California
|
$41.4M
|
+$3.75M
|
+74,289
|
+10%
|
|
|
25
|
Walker Financial Services
Bowling Green,
Kentucky
|
$33.9M
|
+$6.31M
|
+124,973
|
+23%
|
|
