|
1
|
Bank of New York Mellon
New York
|
$90.4M
|
+$86.3M
|
+804,439
|
New
|
|
|
2
|
|
$23.7M
|
+$243K
|
+2,268
|
+1%
|
|
|
3
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$20.2M
|
-$214K
|
-1,994
|
-1%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$18.5M
|
+$3.17M
|
+29,589
|
+22%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$14.8M
|
+$1.15M
|
+10,748
|
+9%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.4M
|
+$13.8M
|
+128,328
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$758K
|
+7,066
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
+$945K
|
+8,810
|
+8%
|
|
|
9
|
Strategic Advocates
Logan,
Utah
|
$11.1M
|
+$9.87M
|
+92,023
|
+1,466%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$701K
|
+6,539
|
+8%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.8M
|
+$4.72M
|
+44,049
|
+129%
|
|
|
12
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.17M
|
-$1.1M
|
-10,220
|
-14%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$6.07M
|
+$561K
|
+5,233
|
+11%
|
|
|
14
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$5.85M
|
-$81.2K
|
-757
|
-1%
|
|
|
15
|
|
$5.62M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.65M
|
+$241K
|
+2,248
|
+6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.35M
|
-$2.9M
|
-27,056
|
-41%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.11M
|
-$102K
|
-947
|
-3%
|
|
|
19
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4.1M
|
+$335K
|
+3,124
|
+9%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.36M
|
-$829K
|
-7,733
|
-21%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$3.23M
|
-$721K
|
-6,721
|
-19%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.17M
|
+$103K
|
+958
|
+4%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3.06M
|
+$807K
|
+7,521
|
+38%
|
|
|
24
|
Lowery Thomas LLC
Pebble Beach,
California
|
$2.85M
|
+$545K
|
+5,077
|
+25%
|
|
|
25
|
|
$2.74M
|
+$4.5K
|
+42
|
+0.2%
|
|
