|
1
|
|
$41.4M
|
+$586K
|
+12,701
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$39.9M
|
+$11.7M
|
+254,506
|
+37%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$39.9M
|
-$2.15M
|
-46,712
|
-5%
|
|
|
4
|
|
$32.5M
|
-$2.74M
|
-59,396
|
-7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
+$1.32M
|
+28,568
|
+4%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.7M
|
+$19.3M
|
+417,523
|
+180%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.2M
|
+$3.09M
|
+66,908
|
+12%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.1M
|
+$338K
|
+7,319
|
+1%
|
|
|
9
|
Executive Wealth Management
Brighton,
Michigan
|
$23.8M
|
+$25.7M
|
+557,322
|
New
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$22.3M
|
+$7.44M
|
+161,232
|
+45%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.9M
|
-$790K
|
-17,141
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$21.5M
|
+$3.96M
|
+85,783
|
+20%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
-$2.85M
|
-61,807
|
-11%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.9M
|
-$424K
|
-9,196
|
-2%
|
|
|
15
|
Kays Financial Advisory
Atlanta,
Georgia
|
$19.6M
|
+$410K
|
+8,901
|
+2%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$16.3M
|
+$518K
|
+11,225
|
+3%
|
|
|
17
|
Unified Trust Company
Lexington,
Kentucky
|
$12.1M
|
+$13.1M
|
+283,630
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$8.56M
|
+185,556
|
+222%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.17M
|
+$3.76M
|
+81,587
|
+74%
|
|
|
20
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
$7.96M
|
+$325K
|
+7,050
|
+4%
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
$7.94M
|
-$92.7K
|
-2,011
|
-1%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$7.37M
|
+$3.84M
|
+83,335
|
+93%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$7M
|
+$1.96M
|
+42,458
|
+35%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$6.75M
|
+$1.68M
|
+36,323
|
+30%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$6.71M
|
–
|
–
|
–
|
|
