|
1
|
Bank of America
Charlotte,
North Carolina
|
$50.5M
|
+$1.79M
|
+37,452
|
+4%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$39.6M
|
+$39M
|
+814,142
|
New
|
|
|
3
|
|
$14.3M
|
-$447K
|
-9,330
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11M
|
-$36.3M
|
-758,484
|
-77%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
+$425K
|
+8,872
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.68M
|
+$422K
|
+8,818
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.09M
|
-$502K
|
-10,484
|
-5%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
9
|
Bank of New York Mellon
New York
|
$5.02M
|
-$9.56M
|
-199,718
|
-66%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$3.83M
|
–
|
–
|
–
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.47M
|
+$32.1K
|
+670
|
+0.9%
|
|
|
12
|
|
$3.3M
|
+$874K
|
+18,252
|
+37%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.21M
|
+$118K
|
+2,468
|
+4%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.16M
|
-$1.44K
|
-30
|
-0%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.97M
|
-$128K
|
-2,672
|
-4%
|
|
|
16
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.58M
|
-$374K
|
-7,818
|
-13%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$2.58M
|
+$488K
|
+10,194
|
+24%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$2.07M
|
+$287
|
+6
|
+0%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$1.83M
|
-$36.7K
|
-766
|
-2%
|
|
|
20
|
|
$1.71M
|
+$1.69M
|
+35,266
|
New
|
|
|
21
|
|
$1.64M
|
+$15.3K
|
+320
|
+1%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.6M
|
+$38.6K
|
+806
|
+3%
|
|
|
23
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.47M
|
+$65.1K
|
+1,360
|
+5%
|
|
|
24
|
Kendall Capital Management
Rockville,
Maryland
|
$1.44M
|
-$95.8K
|
-2,000
|
-6%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.29M
|
-$88K
|
-1,838
|
-6%
|
|
