|
1
|
Bank of America
Charlotte,
North Carolina
|
$55.3M
|
+$322K
|
+6,322
|
+0.6%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$42.8M
|
-$390K
|
-7,656
|
-0.9%
|
|
|
3
|
|
$19.3M
|
+$869K
|
+17,084
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$18.4M
|
+$2.39M
|
+46,908
|
+16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
+$578K
|
+11,362
|
+5%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$11.6M
|
+$86.6K
|
+1,702
|
+0.8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$21.2K
|
-416
|
-0.2%
|
|
|
8
|
Bank of New York Mellon
New York
|
$8.37M
|
+$2.74M
|
+53,858
|
+51%
|
|
|
9
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$6.72M
|
+$1.88M
|
+37,000
|
+41%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.41M
|
+$791K
|
+15,536
|
+23%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$4.17M
|
–
|
–
|
–
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.7M
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.56M
|
+$3.08M
|
+60,530
|
+881%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$3.28M
|
+$18.4K
|
+362
|
+0.6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.2M
|
-$73K
|
-1,434
|
-2%
|
|
|
17
|
|
$2.75M
|
+$2.65M
|
+52,030
|
New
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$2.24M
|
-$4.88K
|
-96
|
-0.2%
|
|
|
19
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.07M
|
-$404K
|
-7,944
|
-17%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$1.96M
|
-$23.8K
|
-468
|
-1%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.9M
|
+$14.1K
|
+278
|
+0.8%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.88M
|
+$77.4K
|
+1,522
|
+4%
|
|
|
23
|
Evoke Wealth
Los Angeles,
California
|
$1.64M
|
+$2.66M
|
+52,332
|
New
|
|
|
24
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.59M
|
+$317K
|
+6,230
|
+26%
|
|
|
25
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.58M
|
+$25.7K
|
+506
|
+2%
|
|
