|
1
|
|
$3.53B
|
+$198M
|
+3,256,087
|
+6%
|
|
|
2
|
|
$101M
|
+$5.26M
|
+86,548
|
+6%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$72.3M
|
+$14.3M
|
+235,427
|
+26%
|
|
|
4
|
|
$70.7M
|
+$38.2M
|
+629,069
|
+128%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$69.6M
|
+$29.1M
|
+478,953
|
+76%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$41.4M
|
-$11.8M
|
-194,867
|
-23%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$40.1M
|
+$4.61M
|
+75,891
|
+14%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$27.3M
|
-$12M
|
-197,404
|
-31%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$25.5M
|
-$14.9M
|
-245,280
|
-38%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.3M
|
-$3.38M
|
-55,606
|
-12%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.2M
|
+$20.4M
|
+336,180
|
New
|
|
|
12
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$19.3M
|
+$1.62M
|
+26,619
|
+10%
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
$18.5M
|
+$3.55M
|
+58,495
|
+25%
|
|
|
14
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$17.6M
|
+$1.55M
|
+25,553
|
+10%
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.7M
|
+$3.57M
|
+58,844
|
+37%
|
|
|
16
|
WNY Asset Management
Williamsville,
New York
|
$9.15M
|
+$22.5K
|
+370
|
+0.3%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.13M
|
-$9.05M
|
-148,979
|
-57%
|
|
|
18
|
MN Wealth Advisors
Overland Park,
Kansas
|
$7.06M
|
-$2.69M
|
-44,221
|
-28%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$6.58M
|
-$22M
|
-362,049
|
-78%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.54M
|
-$630K
|
-10,376
|
-9%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.41M
|
-$8.11M
|
-133,482
|
-57%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$5.67M
|
+$22.2K
|
+365
|
+0.4%
|
|
|
23
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.73M
|
+$23.1K
|
+380
|
+0.6%
|
|
|
24
|
|
$3.67M
|
-$1.08M
|
-17,762
|
-23%
|
|
|
25
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.57M
|
+$286K
|
+4,714
|
+9%
|
|
