|
1
|
Bank of America
Charlotte,
North Carolina
|
$200M
|
+$26.8M
|
+223,018
|
+16%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$51M
|
-$2.52M
|
-20,988
|
-5%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$44.1M
|
-$897K
|
-7,472
|
-2%
|
|
|
4
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$41.9M
|
-$3.29M
|
-27,414
|
-8%
|
|
|
5
|
|
$36.3M
|
+$3.32M
|
+27,669
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$32.8M
|
+$363K
|
+3,021
|
+1%
|
|
|
7
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$28.9M
|
-$1.93M
|
-16,035
|
-7%
|
|
|
8
|
Altium Wealth Management
Purchase,
New York
|
$23.4M
|
-$156K
|
-1,295
|
-0.7%
|
|
|
9
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$20.8M
|
+$1.9M
|
+15,840
|
+11%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.4M
|
+$8.22M
|
+68,445
|
+80%
|
|
|
11
|
Lutz Financial Services
Omaha,
Nebraska
|
$18.4M
|
-$804K
|
-6,699
|
-4%
|
|
|
12
|
Provident Wealth Management
Brentwood,
Tennessee
|
$8.89M
|
+$8.5M
|
+70,754
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.78M
|
+$183K
|
+1,520
|
+2%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$8.35M
|
+$1.19M
|
+9,902
|
+18%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$6.34M
|
-$6.48K
|
-54
|
-0.1%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$6.05M
|
+$359K
|
+2,993
|
+7%
|
|
|
17
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.03M
|
-$464K
|
-3,860
|
-7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.81M
|
+$811K
|
+6,750
|
+21%
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$4.28M
|
-$11.4K
|
-95
|
-0.3%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.15M
|
-$52.2K
|
-435
|
-1%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.69M
|
+$35.8K
|
+298
|
+1%
|
|
|
22
|
FCG Advisors
Chatham,
New Jersey
|
$3.46M
|
+$25.8K
|
+215
|
+0.8%
|
|
|
23
|
Bridgeworth
Birmingham,
Alabama
|
$3M
|
+$742K
|
+6,181
|
+35%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.75M
|
-$341K
|
-2,842
|
-11%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.6M
|
-$14.7K
|
-122
|
-0.6%
|
|
