|
1
|
UBS Group
Zurich,
Switzerland
|
$65.1M
|
-$3.54M
|
-58,304
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$63.9M
|
-$441K
|
-7,278
|
-0.7%
|
|
|
3
|
|
$61.2M
|
-$27.4M
|
-451,648
|
-31%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.5M
|
+$29.3M
|
+483,940
|
+131%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$42.7M
|
+$2.59M
|
+42,672
|
+6%
|
|
|
6
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$41.9M
|
-$1.29M
|
-21,208
|
-3%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$41.8M
|
-$1.93M
|
-31,802
|
-4%
|
|
|
8
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$37.8M
|
+$37.9M
|
+625,818
|
New
|
|
|
9
|
Austin Private Wealth
Austin,
Texas
|
$37M
|
+$3.29M
|
+54,288
|
+10%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$35.6M
|
+$5.08M
|
+83,720
|
+17%
|
|
|
11
|
|
$31.1M
|
+$7.53M
|
+124,110
|
+32%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$28M
|
+$9.08M
|
+149,732
|
+48%
|
|
|
13
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$26.2M
|
+$26.2M
|
+432,468
|
New
|
|
|
14
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$19.8M
|
+$3M
|
+49,494
|
+18%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$15.5M
|
+$5.03M
|
+82,882
|
+48%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.5M
|
+$205K
|
+3,382
|
+1%
|
|
|
17
|
|
$14.4M
|
-$4.41M
|
-72,806
|
-23%
|
|
|
18
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$12.2M
|
+$12.2M
|
+201,468
|
New
|
|
|
19
|
Comprehensive Financial Management
Los Gatos,
California
|
$10.9M
|
–
|
–
|
–
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$9.35M
|
+$40.7K
|
+672
|
+0.4%
|
|
|
21
|
LVW Advisors
Pittsford,
New York
|
$9.15M
|
-$3.96M
|
-65,282
|
-30%
|
|
|
22
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$8.71M
|
-$17.9M
|
-295,676
|
Closed
|
|
|
23
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$8.71M
|
–
|
–
|
–
|
|
|
24
|
Keel Point
Huntsville,
Alabama
|
$7.5M
|
-$684K
|
-11,286
|
-8%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$7.13M
|
+$1.24M
|
+20,506
|
+21%
|
|
