|
1
|
Bank of America
Charlotte,
North Carolina
|
$207M
|
-$3.69M
|
-25,862
|
-2%
|
|
|
2
|
|
$125M
|
+$15.2M
|
+106,212
|
+13%
|
|
|
3
|
|
$87.5M
|
+$1.95M
|
+13,669
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$55.9M
|
-$5.65M
|
-39,527
|
-9%
|
|
|
5
|
Corient Capital Partners
Newport Beach,
California
|
$51.1M
|
-$731K
|
-5,118
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$42.7M
|
+$4.73M
|
+33,135
|
+11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$35.3M
|
+$9.99M
|
+69,928
|
+36%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$31.2M
|
+$714K
|
+5,000
|
+2%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$28.4M
|
+$20.1M
|
+140,706
|
+192%
|
|
|
10
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$25.8M
|
-$1.17M
|
-8,187
|
-5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.8M
|
+$3.38M
|
+23,653
|
+14%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$25.1M
|
+$497K
|
+3,482
|
+2%
|
|
|
13
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$24.3M
|
+$164K
|
+1,145
|
+0.6%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.2M
|
+$1.58M
|
+11,069
|
+7%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$22.7M
|
+$8.68M
|
+60,750
|
+55%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$22.6M
|
+$8.43M
|
+59,033
|
+53%
|
|
|
17
|
WBH Advisory
Baltimore,
Maryland
|
$22M
|
+$23.6M
|
+164,893
|
New
|
|
|
18
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$21.9M
|
-$1.04M
|
-7,274
|
-4%
|
|
|
19
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$21.2M
|
+$21.2M
|
+148,564
|
+1,386%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.4M
|
+$18.4M
|
+129,019
|
+5,973%
|
|
|
21
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$16.7M
|
+$18M
|
+126,049
|
New
|
|
|
22
|
Altium Wealth Management
Purchase,
New York
|
$16.5M
|
+$85K
|
+595
|
+0.5%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$15.4M
|
-$432K
|
-3,025
|
-3%
|
|
|
24
|
Provident Wealth Management
Brentwood,
Tennessee
|
$14.7M
|
+$839K
|
+5,875
|
+6%
|
|
|
25
|
Lutz Financial Services
Omaha,
Nebraska
|
$13M
|
-$247K
|
-1,731
|
-2%
|
|
