|
1
|
Bank of America
Charlotte,
North Carolina
|
$156M
|
+$9.97M
|
+86,864
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$37.5M
|
-$433K
|
-3,768
|
-0.9%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$37.1M
|
+$5.36M
|
+46,647
|
+13%
|
|
|
4
|
|
$33.1M
|
+$7.52M
|
+65,501
|
+23%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$22.8M
|
-$1.99M
|
-17,376
|
-7%
|
|
|
6
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$18.8M
|
-$3.3M
|
-28,737
|
-13%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$18.4M
|
+$4.47M
|
+38,971
|
+23%
|
|
|
8
|
Altium Wealth Management
Purchase,
New York
|
$15.7M
|
-$2.05M
|
-17,832
|
-10%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
-$2.19M
|
-19,044
|
-12%
|
|
|
10
|
Lutz Financial Services
Omaha,
Nebraska
|
$10.8M
|
-$3.55M
|
-30,908
|
-21%
|
|
|
11
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$10.5M
|
-$25.4M
|
-221,086
|
-66%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$9.31M
|
+$8.12M
|
+70,694
|
+241%
|
|
|
13
|
|
$9.3M
|
+$10M
|
+87,425
|
+711%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.14M
|
+$10M
|
+87,139
|
New
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.78M
|
+$6.24M
|
+54,348
|
+164%
|
|
|
16
|
Arlington Partners
Birmingham,
Alabama
|
$7.59M
|
+$9.24M
|
+80,460
|
+9,133%
|
|
|
17
|
Provident Wealth Management
Brentwood,
Tennessee
|
$6.63M
|
+$38K
|
+331
|
+0.5%
|
|
|
18
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$6.15M
|
+$7.56M
|
+65,891
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$5.58M
|
-$1.15M
|
-10,037
|
-14%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.75M
|
+$3.99M
|
+34,743
|
+216%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$4.58M
|
+$101K
|
+877
|
+2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.42M
|
+$1.05M
|
+9,111
|
+24%
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.32M
|
-$201K
|
-1,747
|
-4%
|
|
|
24
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$3.65M
|
+$4.49M
|
+39,075
|
New
|
|
|
25
|
The Family Firm
Bethesda,
Maryland
|
$3.18M
|
+$6.31K
|
+55
|
+0.2%
|
|
