|
1
|
Bank of New York Mellon
New York
|
$91.3M
|
-$2.59M
|
-22,329
|
-3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$36.6M
|
+$7.31M
|
+63,062
|
+26%
|
|
|
3
|
|
$26.9M
|
+$1.55M
|
+13,340
|
+6%
|
|
|
4
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$21.5M
|
–
|
–
|
–
|
|
|
5
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$17M
|
+$879K
|
+7,585
|
+6%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$16M
|
+$185K
|
+1,596
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$788K
|
+6,804
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$295K
|
+2,545
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$165K
|
+1,421
|
+1%
|
|
|
10
|
Strategic Advocates
Logan,
Utah
|
$13.4M
|
+$310K
|
+2,677
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
+$1.14M
|
+9,814
|
+12%
|
|
|
12
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.82M
|
+$71.3K
|
+615
|
+1%
|
|
|
13
|
Del-Sette Capital Management
Schenectady,
New York
|
$7.22M
|
+$6.99M
|
+60,297
|
New
|
|
|
14
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$6.75M
|
+$546K
|
+4,712
|
+9%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$6.56M
|
+$18.2K
|
+157
|
+0.3%
|
|
|
16
|
|
$5.99M
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.79M
|
+$897K
|
+7,738
|
+19%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.7M
|
+$2.17M
|
+18,728
|
+65%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.05M
|
+$887K
|
+7,653
|
+22%
|
|
|
20
|
Jefferies Financial Group
New York
|
$4.8M
|
+$4.63M
|
+40,000
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.79M
|
-$1.61M
|
-13,925
|
-26%
|
|
|
22
|
Crumly & Associates
Springfield,
Illinois
|
$4.68M
|
+$4.53M
|
+39,105
|
New
|
|
|
23
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4.3M
|
-$84.3K
|
-728
|
-2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.18M
|
-$1.4M
|
-12,106
|
-26%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$4.08M
|
+$593K
|
+5,115
|
+18%
|
|
