|
1
|
Bank of America
Charlotte,
North Carolina
|
$184M
|
+$8.9M
|
+86,558
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$43.8M
|
+$1.76M
|
+17,096
|
+4%
|
|
|
3
|
Corient Capital Partners
Newport Beach,
California
|
$39.7M
|
-$1.8M
|
-17,553
|
-4%
|
|
|
4
|
|
$37.5M
|
+$458K
|
+4,458
|
+1%
|
|
|
5
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$29.2M
|
+$7.66M
|
+74,562
|
+66%
|
|
|
6
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$21.3M
|
-$139K
|
-1,351
|
-0.7%
|
|
|
7
|
|
$19.8M
|
+$9.23M
|
+89,787
|
+90%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$19.7M
|
-$5.71M
|
-55,529
|
-23%
|
|
|
9
|
Altium Wealth Management
Purchase,
New York
|
$15.8M
|
-$1.74M
|
-16,915
|
-10%
|
|
|
10
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$13.6M
|
+$6.59M
|
+64,158
|
+97%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.2M
|
+$2.98M
|
+29,022
|
+33%
|
|
|
12
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.7M
|
-$317K
|
-3,081
|
-3%
|
|
|
13
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$11.4M
|
-$9.45M
|
-91,945
|
-46%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.8M
|
+$301K
|
+2,933
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.68M
|
+$555K
|
+5,401
|
+6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$9.45M
|
+$3.14M
|
+30,589
|
+51%
|
|
|
17
|
Provident Wealth Management
Brentwood,
Tennessee
|
$8.18M
|
+$740K
|
+7,202
|
+10%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.85M
|
-$6.17M
|
-60,072
|
-44%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.9M
|
+$934K
|
+9,092
|
+19%
|
|
|
20
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.76M
|
-$71.7K
|
-698
|
-2%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$4.49M
|
-$631K
|
-6,143
|
-13%
|
|
|
22
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$4.37M
|
+$279K
|
+2,715
|
+7%
|
|
|
23
|
Arlington Partners
Birmingham,
Alabama
|
$3.59M
|
-$4.83M
|
-46,980
|
-58%
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$3.33M
|
-$230K
|
-2,237
|
-7%
|
|
|
25
|
Bridgeworth
Birmingham,
Alabama
|
$3.31M
|
+$158K
|
+1,540
|
+5%
|
|
