|
1
|
|
$3.95B
|
-$43.2M
|
-571,553
|
-1%
|
|
|
2
|
|
$192M
|
-$71.6M
|
-946,031
|
-26%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$169M
|
+$22.7M
|
+300,500
|
+15%
|
|
|
4
|
|
$57.6M
|
+$59.6M
|
+788,305
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$47.6M
|
-$16.8M
|
-221,674
|
-25%
|
|
|
6
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$45.1M
|
+$1.72M
|
+22,692
|
+4%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$32.1M
|
-$1.46M
|
-19,302
|
-4%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.1M
|
+$637K
|
+8,416
|
+2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.3M
|
-$9.97M
|
-131,827
|
-27%
|
|
|
10
|
Perigon Wealth Management
San Francisco,
California
|
$24.9M
|
-$9.45M
|
-124,866
|
-27%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$20.2M
|
-$754K
|
-9,960
|
-3%
|
|
|
12
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$19M
|
-$17.3M
|
-229,198
|
-47%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$16.7M
|
-$84.7K
|
-1,120
|
-0.5%
|
|
|
14
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$16.5M
|
+$9.93M
|
+131,239
|
+139%
|
|
|
15
|
WNY Asset Management
Williamsville,
New York
|
$15.2M
|
+$15.7M
|
+207,264
|
New
|
|
|
16
|
Neuberger Berman Group
New York
|
$15M
|
+$15.5M
|
+204,754
|
New
|
|
|
17
|
Rothschild Investment LLC
Chicago,
Illinois
|
$14.2M
|
+$398K
|
+5,260
|
+3%
|
|
|
18
|
Clearstead Advisors
Cleveland,
Ohio
|
$13.6M
|
+$14.1M
|
+186,366
|
New
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.6M
|
-$468K
|
-6,183
|
-4%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$11.6M
|
+$7.28M
|
+96,201
|
+155%
|
|
|
21
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$11.1M
|
+$63.2K
|
+835
|
+0.6%
|
|
|
22
|
Graney & King
Latham,
New York
|
$10.8M
|
+$1.03M
|
+13,554
|
+10%
|
|
|
23
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$8.06M
|
+$983K
|
+12,991
|
+13%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$8M
|
+$1.58M
|
+20,846
|
+24%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.74M
|
+$774K
|
+10,235
|
+11%
|
|
