|
1
|
Bank of America
Charlotte,
North Carolina
|
$159M
|
+$25.1M
|
+237,520
|
+17%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$53.2M
|
+$408K
|
+3,872
|
+0.7%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$41M
|
-$5.02M
|
-47,559
|
-10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$40.4M
|
+$8.68M
|
+82,348
|
+25%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$28.8M
|
+$898K
|
+8,518
|
+3%
|
|
|
6
|
|
$27.2M
|
+$13.6M
|
+129,203
|
+87%
|
|
|
7
|
Altium Wealth Management
Purchase,
New York
|
$18.5M
|
+$15.1M
|
+143,007
|
+304%
|
|
|
8
|
Lutz Financial Services
Omaha,
Nebraska
|
$17.4M
|
-$1.94M
|
-18,395
|
-9%
|
|
|
9
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.2M
|
-$132K
|
-1,252
|
-0.9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$7.28M
|
+$374K
|
+3,544
|
+5%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.05M
|
+$179K
|
+1,701
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.49M
|
+$2.01M
|
+19,085
|
+71%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$3.75M
|
+$756K
|
+7,164
|
+23%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$3.65M
|
+$32.5K
|
+308
|
+0.8%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.45M
|
+$1.33M
|
+12,582
|
+55%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.44M
|
+$188K
|
+1,784
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.83M
|
+$1.89M
|
+17,939
|
+162%
|
|
|
18
|
|
$2.8M
|
+$379K
|
+3,592
|
+14%
|
|
|
19
|
Argent Capital Management
St Louis,
Missouri
|
$2.67M
|
+$2.89M
|
+27,400
|
New
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$2.42M
|
+$88.1K
|
+835
|
+3%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.36M
|
-$429K
|
-4,067
|
-14%
|
|
|
22
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.32M
|
-$1.49M
|
-14,149
|
-37%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.23M
|
+$1.18M
|
+11,196
|
+96%
|
|
|
24
|
FCG Advisors
Chatham,
New Jersey
|
$1.86M
|
+$2.01M
|
+19,093
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.81M
|
+$54.5K
|
+517
|
+3%
|
|
