|
1
|
Bank of America
Charlotte,
North Carolina
|
$259M
|
+$6.25M
|
+43,843
|
+2%
|
|
|
2
|
|
$73.6M
|
+$1.42M
|
+9,966
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$60.9M
|
+$3.73M
|
+26,167
|
+7%
|
|
|
4
|
Corient Capital Partners
Newport Beach,
California
|
$54.3M
|
-$402K
|
-2,821
|
-0.7%
|
|
|
5
|
HM Capital Management
Clayton,
Missouri
|
$33.5M
|
+$392K
|
+2,750
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$33.2M
|
+$4.48M
|
+31,448
|
+16%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$31.9M
|
+$436K
|
+3,055
|
+1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.9M
|
-$214K
|
-1,502
|
-0.7%
|
|
|
9
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$24.5M
|
-$490K
|
-3,433
|
-2%
|
|
|
10
|
|
$24.5M
|
-$683K
|
-4,789
|
-3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.3M
|
+$1.33M
|
+9,342
|
+7%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
-$2.1M
|
-14,714
|
-10%
|
|
|
13
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$18.2M
|
+$9.96M
|
+69,844
|
+122%
|
|
|
14
|
Altium Wealth Management
Purchase,
New York
|
$18M
|
-$869K
|
-6,091
|
-5%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.8M
|
-$347K
|
-2,431
|
-2%
|
|
|
16
|
|
$15.2M
|
-$368K
|
-2,578
|
-2%
|
|
|
17
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.5M
|
-$344K
|
-2,414
|
-2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$13.9M
|
+$195K
|
+1,371
|
+1%
|
|
|
19
|
First Bank & Trust
Brookings,
South Dakota
|
$13.3M
|
+$1.8M
|
+12,600
|
+16%
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$12.7M
|
+$385K
|
+2,702
|
+3%
|
|
|
21
|
Provident Wealth Management
Brentwood,
Tennessee
|
$11.1M
|
+$632K
|
+4,433
|
+6%
|
|
|
22
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$10.2M
|
+$1.06M
|
+7,406
|
+12%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.99M
|
-$74.1K
|
-520
|
-0.7%
|
|
|
24
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.18M
|
-$470K
|
-3,295
|
-5%
|
|
|
25
|
Lazard Asset Management
New York
|
$8.51M
|
–
|
–
|
–
|
|
