|
1
|
Bank of America
Charlotte,
North Carolina
|
$481M
|
+$38.8M
|
+648,083
|
+9%
|
|
|
2
|
Horizon Kinetics
New York
|
$149M
|
+$12M
|
+201,095
|
+9%
|
|
|
3
|
|
$89.7M
|
+$2.98M
|
+49,800
|
+3%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$48M
|
+$48M
|
+801,779
|
New
|
|
|
5
|
BOK Financial Private Wealth
Denver,
Colorado
|
$40.6M
|
+$40.5M
|
+677,327
|
New
|
|
|
6
|
Madison Investment Holdings
Madison,
Wisconsin
|
$31M
|
-$2.94M
|
-49,094
|
-9%
|
|
|
7
|
Advisornet Financial
Minnetonka,
Minnesota
|
$29.2M
|
-$327K
|
-5,458
|
-1%
|
|
|
8
|
|
$19.2M
|
+$10.5M
|
+174,647
|
+120%
|
|
|
9
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$18.5M
|
+$1.36M
|
+22,643
|
+8%
|
|
|
10
|
Capital One National Association
New York
|
$17.7M
|
-$2.53M
|
-42,332
|
-13%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.6M
|
+$5.85M
|
+97,685
|
+60%
|
|
|
12
|
Donoghue Forlines
Boston,
Massachusetts
|
$15.1M
|
+$15.1M
|
+252,340
|
New
|
|
|
13
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$13M
|
+$2.34M
|
+39,111
|
+22%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$12.9M
|
+$2.17M
|
+36,187
|
+20%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$2.82M
|
+47,068
|
+29%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
-$3.74M
|
-62,520
|
-26%
|
|
|
17
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$10.2M
|
+$3.17M
|
+53,035
|
+45%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$9.73M
|
+$1.32M
|
+22,024
|
+16%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.71M
|
-$5.06M
|
-84,483
|
-34%
|
|
|
20
|
Jackson Wealth Management
Lake Mary,
Florida
|
$9.7M
|
+$300K
|
+5,012
|
+3%
|
|
|
21
|
Quantum Capital Management (California)
San Francisco,
California
|
$9.51M
|
-$138K
|
-2,306
|
-1%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$8.63M
|
+$1.53M
|
+25,486
|
+22%
|
|
|
23
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$8.51M
|
+$2.45M
|
+40,988
|
+41%
|
|
|
24
|
Wind River Trust Company
Jackson,
Wyoming
|
$8.06M
|
-$60.2K
|
-1,005
|
-0.7%
|
|
|
25
|
|
$7.99M
|
-$8.21M
|
-137,139
|
-51%
|
|
