|
1
|
|
$22.5M
|
+$3.75M
|
+38,886
|
+23%
|
|
|
2
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$19.6M
|
+$17M
|
+175,771
|
+2,943%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
+$2.43M
|
+25,162
|
+23%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$13M
|
+$1.08M
|
+11,150
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$8.3K
|
+86
|
+0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$703K
|
+7,284
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.18M
|
+$407K
|
+4,218
|
+5%
|
|
|
8
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.96M
|
-$58.7K
|
-608
|
-0.8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.08M
|
+$1.9M
|
+19,653
|
+43%
|
|
|
10
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$5.68M
|
+$279K
|
+2,893
|
+6%
|
|
|
11
|
|
$5.38M
|
–
|
–
|
–
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$5.05M
|
+$18.1K
|
+187
|
+0.4%
|
|
|
13
|
Soltis Investment Advisors
St. George,
Utah
|
$4.79M
|
+$4.3M
|
+44,501
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.21M
|
+$43.2K
|
+447
|
+1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.05M
|
+$77.8K
|
+806
|
+2%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.04M
|
-$97.2K
|
-1,007
|
-3%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$3.81M
|
+$253K
|
+2,618
|
+8%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.68M
|
+$248K
|
+2,569
|
+8%
|
|
|
19
|
|
$3.62M
|
+$1.57M
|
+16,297
|
+94%
|
|
|
20
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$3.59M
|
+$27.3K
|
+283
|
+0.9%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.24M
|
+$94.7K
|
+981
|
+3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.93M
|
-$58K
|
-601
|
-2%
|
|
|
23
|
|
$2.62M
|
+$2.2M
|
+22,761
|
+1,449%
|
|
|
24
|
Lowery Thomas LLC
Pebble Beach,
California
|
$2.18M
|
+$514K
|
+5,326
|
+36%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.17M
|
-$38.1K
|
-395
|
-2%
|
|
