|
1
|
LPL Financial
San Diego,
California
|
$217M
|
+$24.4M
|
+497,507
|
+13%
|
|
|
2
|
|
$177M
|
-$17.6M
|
-360,170
|
-9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$112M
|
+$18.1M
|
+369,299
|
+20%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$110M
|
-$1.58B
|
-32,158,559
|
-94%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
-$11.1M
|
-226,886
|
-10%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$97.4M
|
+$5.75M
|
+117,298
|
+6%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$92.5M
|
+$23.9M
|
+488,721
|
+35%
|
|
|
8
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$57.7M
|
+$4.73M
|
+96,588
|
+9%
|
|
|
9
|
Global Financial Private Capital
Sarasota,
Florida
|
$49.3M
|
-$6.08M
|
-124,058
|
-11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.8M
|
+$7.13M
|
+145,450
|
+18%
|
|
|
11
|
|
$44.4M
|
+$15.3M
|
+311,800
|
+53%
|
|
|
12
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$41M
|
-$3.04M
|
-62,078
|
-7%
|
|
|
13
|
Focused Wealth Management
Newburgh,
New York
|
$36.1M
|
+$35.7M
|
+729,216
|
+1,157,486%
|
|
|
14
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$32.1M
|
+$685K
|
+13,989
|
+2%
|
|
|
15
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$27.7M
|
+$184K
|
+3,757
|
+0.7%
|
|
|
16
|
Level Four Advisory Services
Dallas,
Texas
|
$25.8M
|
+$9.72M
|
+198,313
|
+62%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.7M
|
+$8.09M
|
+165,190
|
+47%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25M
|
+$607K
|
+12,381
|
+3%
|
|
|
19
|
Bouchey Financial Group
Troy,
New York
|
$24.1M
|
+$872K
|
+17,806
|
+4%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$22.9M
|
+$129K
|
+2,634
|
+0.6%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.6M
|
+$10.3M
|
+210,879
|
+103%
|
|
|
22
|
Grimes & Company
Westborough,
Massachusetts
|
$19.8M
|
-$854K
|
-17,441
|
-4%
|
|
|
23
|
Meridian Financial Partners
Warrenton,
Virginia
|
$19.5M
|
+$469K
|
+9,574
|
+2%
|
|
|
24
|
Aspire Private Capital
Cornelius,
North Carolina
|
$19M
|
+$230K
|
+4,696
|
+1%
|
|
|
25
|
John W. Brooker & Co
Oakland,
California
|
$19M
|
-$1.57M
|
-31,977
|
-8%
|
|
