|
1
|
Bank of America
Charlotte,
North Carolina
|
$238M
|
-$3.4M
|
-22,826
|
-1%
|
|
|
2
|
|
$126M
|
+$96.6M
|
+649,447
|
+345%
|
|
|
3
|
|
$97.2M
|
+$12.1M
|
+81,518
|
+14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$69.4M
|
+$6.54K
|
+44
|
+0%
|
|
|
5
|
Corient Capital Partners
Newport Beach,
California
|
$58.7M
|
+$1.91M
|
+12,840
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$43.5M
|
+$2.99M
|
+20,110
|
+7%
|
|
|
7
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$36M
|
+$35.6M
|
+239,030
|
New
|
|
|
8
|
HM Capital Management
Clayton,
Missouri
|
$35.9M
|
+$2.22M
|
+14,939
|
+7%
|
|
|
9
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$34.6M
|
+$994K
|
+6,686
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$29.5M
|
+$6.98M
|
+46,939
|
+32%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$27.9M
|
+$27.2M
|
+182,678
|
+7,105%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$27.3M
|
-$47.7K
|
-321
|
-0.2%
|
|
|
13
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$27.1M
|
+$26.7M
|
+179,556
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.6M
|
+$2.05M
|
+13,783
|
+9%
|
|
|
15
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$26M
|
+$6.46M
|
+43,416
|
+34%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.7M
|
-$4.37M
|
-29,375
|
-15%
|
|
|
17
|
SMI Advisory Services
Columbus,
Indiana
|
$19.6M
|
+$19.3M
|
+129,925
|
New
|
|
|
18
|
Altium Wealth Management
Purchase,
New York
|
$18.6M
|
-$32.9K
|
-221
|
-0.2%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.9M
|
-$549K
|
-3,689
|
-3%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$16.8M
|
+$2.84M
|
+19,126
|
+21%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$16.5M
|
+$13.5M
|
+90,899
|
+482%
|
|
|
22
|
Provident Wealth Management
Brentwood,
Tennessee
|
$15.8M
|
+$1.36M
|
+9,140
|
+10%
|
|
|
23
|
Lutz Financial Services
Omaha,
Nebraska
|
$15M
|
-$102K
|
-683
|
-0.7%
|
|
|
24
|
First Bank & Trust
Brookings,
South Dakota
|
$13.7M
|
+$360K
|
+2,421
|
+3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$957K
|
+6,434
|
+8%
|
|
