|
1
|
Bank of America
Charlotte,
North Carolina
|
$215M
|
+$8.06M
|
+58,396
|
+4%
|
|
|
2
|
|
$102M
|
+$7.71M
|
+55,820
|
+8%
|
|
|
3
|
|
$95.5M
|
+$12.7M
|
+92,175
|
+16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$74.3M
|
+$5.65M
|
+40,919
|
+8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$49.3M
|
+$2.58M
|
+18,688
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$47.8M
|
+$521K
|
+3,771
|
+1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$40M
|
+$9.69M
|
+70,193
|
+33%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$33.4M
|
+$68.1K
|
+493
|
+0.2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.8M
|
+$3.38M
|
+24,510
|
+13%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.8M
|
+$13M
|
+94,387
|
+85%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.6M
|
+$2.94M
|
+21,285
|
+12%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$27.4M
|
+$1.14M
|
+8,265
|
+4%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$27.4M
|
+$74.3K
|
+538
|
+0.3%
|
|
|
14
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$26.5M
|
+$5.73M
|
+41,498
|
+28%
|
|
|
15
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$22.1M
|
+$123K
|
+888
|
+0.6%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$21.4M
|
-$2.12M
|
-15,321
|
-9%
|
|
|
17
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$18.6M
|
+$18.4M
|
+133,014
|
New
|
|
|
18
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$18M
|
-$397K
|
-2,877
|
-2%
|
|
|
19
|
Provident Wealth Management
Brentwood,
Tennessee
|
$17.8M
|
-$862K
|
-6,240
|
-5%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.8M
|
+$217K
|
+1,575
|
+1%
|
|
|
21
|
Merit Financial Group
Alpharetta,
Georgia
|
$15.5M
|
-$2.28M
|
-16,495
|
-13%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$2.17M
|
+15,720
|
+19%
|
|
|
23
|
CIBC World Markets
New York
|
$13.3M
|
+$13.1M
|
+94,675
|
New
|
|
|
24
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.2M
|
-$199K
|
-1,441
|
-2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$2.02M
|
+14,641
|
+24%
|
|
