|
1
|
|
$84.6M
|
+$34M
|
+642,060
|
+78%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$65.5M
|
+$8.81M
|
+166,560
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$61.4M
|
+$8.24M
|
+155,872
|
+17%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$41.7M
|
+$38.2M
|
+722,802
|
New
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$41.2M
|
+$37.7M
|
+713,644
|
New
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$38.2M
|
+$9.4M
|
+177,672
|
+37%
|
|
|
7
|
Austin Private Wealth
Austin,
Texas
|
$32.1M
|
+$5.67M
|
+107,194
|
+24%
|
|
|
8
|
Angeles Investment Advisors
Santa Monica,
California
|
$30.2M
|
+$27.7M
|
+524,000
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$29.2M
|
-$614K
|
-11,618
|
-2%
|
|
|
10
|
|
$22.6M
|
+$4.26M
|
+80,532
|
+26%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.3M
|
-$334K
|
-6,324
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$18.1M
|
-$2.08M
|
-39,350
|
-11%
|
|
|
13
|
|
$17.9M
|
+$119K
|
+2,252
|
+0.7%
|
|
|
14
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$17.1M
|
+$15.6M
|
+295,676
|
New
|
|
|
15
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$16M
|
+$969K
|
+18,322
|
+7%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.7M
|
+$1.06M
|
+20,050
|
+9%
|
|
|
17
|
LVW Advisors
Pittsford,
New York
|
$12.5M
|
-$1.78M
|
-33,608
|
-13%
|
|
|
18
|
Comprehensive Financial Management
Los Gatos,
California
|
$10.4M
|
–
|
–
|
–
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$9.99M
|
+$5.71M
|
+108,048
|
+166%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$9.53M
|
-$17K
|
-322
|
-0.2%
|
|
|
21
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$8.31M
|
+$7.62M
|
+144,038
|
New
|
|
|
22
|
Keel Point
Huntsville,
Alabama
|
$7.81M
|
-$202K
|
-3,812
|
-3%
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$6.49M
|
+$576K
|
+10,890
|
+11%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.07M
|
-$5.7M
|
-107,872
|
-51%
|
|
|
25
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$6.05M
|
+$2.55M
|
+48,132
|
+85%
|
|
