|
1
|
Bank of America
Charlotte,
North Carolina
|
$51.6M
|
+$79K
|
+1,620
|
+0.2%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$40.6M
|
+$257K
|
+5,282
|
+0.6%
|
|
|
3
|
|
$17.3M
|
+$2.67M
|
+54,832
|
+19%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$15M
|
+$3.69M
|
+75,636
|
+33%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$10.8M
|
+$531K
|
+10,898
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$688K
|
+14,108
|
+7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.68M
|
+$399K
|
+8,194
|
+4%
|
|
|
8
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.71M
|
+$15.1M
|
+309,088
|
New
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
10
|
Bank of New York Mellon
New York
|
$5.19M
|
+$71.9K
|
+1,474
|
+1%
|
|
|
11
|
|
$5.13M
|
+$1.74M
|
+35,630
|
+52%
|
|
|
12
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.63M
|
+$5.95K
|
+122
|
+0.1%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$3.91M
|
–
|
–
|
–
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.47M
|
-$66.8K
|
-1,370
|
-2%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.37M
|
+$145K
|
+2,978
|
+5%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.07M
|
+$43.1K
|
+884
|
+1%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$3.06M
|
+$423K
|
+8,676
|
+16%
|
|
|
18
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.34M
|
-$291K
|
-5,968
|
-11%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$2.11M
|
+$195
|
+4
|
+0%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$1.87M
|
-$3.51K
|
-72
|
-0.2%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.77M
|
+$448K
|
+9,186
|
+35%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.66M
|
+$59.1K
|
+1,212
|
+4%
|
|
|
23
|
|
$1.66M
|
-$9.75K
|
-200
|
-0.6%
|
|
|
24
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.46M
|
-$34.9K
|
-716
|
-2%
|
|
|
25
|
Kendall Capital Management
Rockville,
Maryland
|
$1.27M
|
-$195K
|
-4,000
|
-13%
|
|
