|
1
|
|
$3.39B
|
+$197M
|
+3,296,150
|
+6%
|
|
|
2
|
|
$94.1M
|
+$2.61M
|
+43,729
|
+3%
|
|
|
3
|
|
$87.3M
|
+$24.3M
|
+407,119
|
+36%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$80.3M
|
+$15.5M
|
+259,259
|
+23%
|
|
|
5
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$42.7M
|
+$6.67M
|
+111,767
|
+18%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$41.2M
|
+$3.79M
|
+63,613
|
+10%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$32M
|
-$32.5M
|
-545,515
|
-49%
|
|
|
8
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$25.8M
|
+$26.9M
|
+451,752
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.6M
|
+$627K
|
+10,513
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$23.2M
|
+$73.8K
|
+1,237
|
+0.3%
|
|
|
11
|
Perigon Wealth Management
San Francisco,
California
|
$21M
|
+$4.26M
|
+71,398
|
+24%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$19.1M
|
-$5.84M
|
-97,932
|
-23%
|
|
|
13
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$19M
|
+$1.54M
|
+25,762
|
+8%
|
|
|
14
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$16.9M
|
+$220K
|
+3,692
|
+1%
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14.4M
|
+$2.05M
|
+34,312
|
+16%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.3M
|
+$10.7M
|
+180,149
|
New
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.9M
|
+$4.14M
|
+69,494
|
+67%
|
|
|
18
|
WNY Asset Management
Williamsville,
New York
|
$8.23M
|
-$63.9K
|
-1,071
|
-0.7%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$7.13M
|
+$7.45M
|
+124,903
|
New
|
|
|
20
|
MN Wealth Advisors
Overland Park,
Kansas
|
$6.2M
|
-$211K
|
-3,533
|
-3%
|
|
|
21
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$5.85M
|
+$6.11M
|
+102,409
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$5.35M
|
+$221K
|
+3,700
|
+4%
|
|
|
23
|
Bank of New York Mellon
New York
|
$5.09M
|
+$5.32M
|
+89,155
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$4.68M
|
+$4.61M
|
+77,374
|
+1,709%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.65M
|
-$1.21M
|
-20,277
|
-20%
|
|
