|
1
|
Bank of America
Charlotte,
North Carolina
|
$392M
|
+$97.1M
|
+1,920,892
|
+33%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$342M
|
-$280K
|
-5,540
|
-0.1%
|
|
|
3
|
|
$184M
|
+$363K
|
+7,187
|
+0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$103M
|
-$8.52M
|
-168,523
|
-8%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$90.8M
|
+$3.46M
|
+68,398
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$88.6M
|
-$5.55M
|
-109,850
|
-6%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$79.1M
|
-$486K
|
-9,606
|
-0.6%
|
|
|
8
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$75.7M
|
-$5.03M
|
-99,404
|
-6%
|
|
|
9
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$67.7M
|
+$5.19M
|
+102,751
|
+8%
|
|
|
10
|
BIP Wealth
Atlanta,
Georgia
|
$66M
|
-$9.84M
|
-194,556
|
-13%
|
|
|
11
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$59.8M
|
+$8.86M
|
+175,263
|
+17%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$59M
|
+$15.4M
|
+303,711
|
+35%
|
|
|
13
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$57.5M
|
+$1.85M
|
+36,651
|
+3%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$54.3M
|
+$1.03M
|
+20,293
|
+2%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$53.9M
|
+$3.16M
|
+62,529
|
+6%
|
|
|
16
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$52.6M
|
+$35.9M
|
+709,301
|
+215%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$52.4M
|
-$2.36M
|
-46,680
|
-4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.8M
|
-$11.8M
|
-233,995
|
-19%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$50.5M
|
+$1.51M
|
+29,864
|
+3%
|
|
|
20
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$45.9M
|
-$51.2K
|
-1,012
|
-0.1%
|
|
|
21
|
Stash Investments
New York
|
$45.9M
|
+$1.79M
|
+35,331
|
+4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$43.4M
|
-$3.01M
|
-59,488
|
-6%
|
|
|
23
|
AlphaCore Capital
La Jolla,
California
|
$42.1M
|
-$266K
|
-5,264
|
-0.6%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$41.9M
|
+$8.18M
|
+161,824
|
+24%
|
|
|
25
|
Rinkey Investments
San Diego,
California
|
$40.3M
|
-$1.16M
|
-23,027
|
-3%
|
|
