|
1
|
Bank of America
Charlotte,
North Carolina
|
$146M
|
-$8.62M
|
-333,650
|
-6%
|
|
|
2
|
Fisher Asset Management
Camas,
Washington
|
$123M
|
+$4.09M
|
+158,140
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$57.9M
|
+$5.24M
|
+202,700
|
+10%
|
|
|
4
|
|
$44.7M
|
+$1.72M
|
+66,770
|
+4%
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$43.5M
|
+$316K
|
+12,230
|
+0.7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$38.6M
|
+$12.3M
|
+477,340
|
+48%
|
|
|
7
|
|
$36.2M
|
–
|
–
|
–
|
|
|
8
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$28.8M
|
+$236K
|
+9,150
|
+0.8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$22.2M
|
+$11.2M
|
+434,790
|
+105%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
+$1.34M
|
+51,940
|
+8%
|
|
|
11
|
Jackson Wealth Management
Lake Mary,
Florida
|
$15.6M
|
-$403K
|
-15,610
|
-3%
|
|
|
12
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$14.9M
|
+$726K
|
+28,120
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
-$1.43M
|
-55,370
|
-10%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$13.1M
|
+$13M
|
+501,880
|
New
|
|
|
15
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$11.8M
|
+$251K
|
+9,700
|
+2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.7M
|
+$6.67M
|
+258,330
|
+136%
|
|
|
17
|
Retirement Group
San Diego,
California
|
$11.7M
|
-$236K
|
-9,120
|
-2%
|
|
|
18
|
Great Diamond Partners
Portland,
Maine
|
$11.5M
|
+$6.58M
|
+254,640
|
+139%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$3.34M
|
+129,330
|
+47%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.65M
|
-$122K
|
-4,710
|
-2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.87M
|
+$1.98M
|
+76,770
|
+41%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.74M
|
+$3.25M
|
+125,880
|
+96%
|
|
|
23
|
Apexium Financial
Dallas,
Texas
|
$6.22M
|
+$4.62M
|
+178,700
|
+293%
|
|
|
24
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$5.9M
|
-$378K
|
-14,640
|
-6%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$5.81M
|
+$891K
|
+34,480
|
+18%
|
|
