|
1
|
Bank of America
Charlotte,
North Carolina
|
$392M
|
+$36.6M
|
+199,083
|
+11%
|
|
|
2
|
|
$191M
|
+$2.3M
|
+12,509
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$102M
|
-$2.62M
|
-14,252
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$97M
|
+$1.19M
|
+6,497
|
+1%
|
|
|
5
|
|
$91.3M
|
-$3.67M
|
-19,995
|
-4%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$79.9M
|
+$2.32M
|
+12,644
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$78.7M
|
+$3.93M
|
+21,399
|
+5%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$56.7M
|
+$2.38M
|
+12,959
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$51M
|
+$10M
|
+54,717
|
+26%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$50.5M
|
+$9.85M
|
+53,627
|
+25%
|
|
|
11
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$47.3M
|
+$3.22M
|
+17,558
|
+8%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$46M
|
-$2.52M
|
-13,747
|
-5%
|
|
|
13
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$45.6M
|
-$116K
|
-632
|
-0.3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.9M
|
+$4.58M
|
+24,972
|
+12%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.5M
|
+$4.54M
|
+24,708
|
+14%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.5M
|
+$634K
|
+3,455
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.8M
|
+$1.7M
|
+9,238
|
+6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.4M
|
+$70.5K
|
+384
|
+0.2%
|
|
|
19
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$29.8M
|
-$837K
|
-4,558
|
-3%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.5M
|
+$2.01M
|
+10,924
|
+8%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.7M
|
+$625K
|
+3,406
|
+2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$26.2M
|
+$2.06M
|
+11,209
|
+9%
|
|
|
23
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$26.1M
|
+$46.3K
|
+252
|
+0.2%
|
|
|
24
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$25.7M
|
-$802K
|
-4,366
|
-3%
|
|
|
25
|
|
$23.4M
|
-$7.05M
|
-38,404
|
-24%
|
|
