|
1
|
|
$4.39B
|
+$53.4M
|
+689,868
|
+1%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$280M
|
+$98.9M
|
+1,276,418
|
+55%
|
|
|
3
|
|
$246M
|
+$40.6M
|
+523,898
|
+20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$52.6M
|
+$1.78M
|
+22,993
|
+4%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$50.8M
|
+$2.64M
|
+34,145
|
+6%
|
|
|
6
|
Flow Traders U.S.
New York
|
$50M
|
+$49.6M
|
+639,845
|
New
|
|
|
7
|
|
$37.4M
|
-$24M
|
-309,710
|
-39%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$33.8M
|
-$436K
|
-5,629
|
-1%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31.4M
|
+$1.4M
|
+18,089
|
+5%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$31M
|
+$2.91M
|
+37,599
|
+10%
|
|
|
11
|
Perigon Wealth Management
San Francisco,
California
|
$26.8M
|
+$250K
|
+3,231
|
+0.9%
|
|
|
12
|
Neuberger Berman Group
New York
|
$25.6M
|
+$9.52M
|
+122,944
|
+60%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$22.3M
|
+$640K
|
+8,264
|
+3%
|
|
|
14
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$21.8M
|
+$1.45M
|
+18,778
|
+7%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$18.9M
|
+$1.03M
|
+13,314
|
+6%
|
|
|
16
|
Rothschild Investment LLC
Chicago,
Illinois
|
$17.2M
|
+$2.02M
|
+26,027
|
+13%
|
|
|
17
|
WNY Asset Management
Williamsville,
New York
|
$16.5M
|
+$321K
|
+4,148
|
+2%
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$12.4M
|
+$3.8M
|
+49,106
|
+45%
|
|
|
19
|
Graney & King
Latham,
New York
|
$12.3M
|
+$715K
|
+9,232
|
+6%
|
|
|
20
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$12.1M
|
+$240K
|
+3,097
|
+2%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.8M
|
-$551K
|
-7,109
|
-4%
|
|
|
22
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$9.74M
|
-$7.84M
|
-101,201
|
-45%
|
|
|
23
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$9.42M
|
+$807K
|
+10,420
|
+9%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.98M
|
+$704K
|
+9,090
|
+9%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$8.51M
|
-$3.81M
|
-49,182
|
-31%
|
|
