|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.5M
|
-$610K
|
-12,582
|
-1%
|
|
|
2
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$30.5M
|
-$1.64M
|
-33,928
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$23M
|
+$11.5M
|
+237,278
|
+68%
|
|
|
4
|
|
$13.8M
|
-$652K
|
-13,450
|
-4%
|
|
|
5
|
Bank of New York Mellon
New York
|
$8.59M
|
+$2.94M
|
+60,618
|
+38%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.51M
|
-$360K
|
-7,430
|
-3%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$8.26M
|
-$418K
|
-8,628
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.3M
|
-$404K
|
-8,344
|
-4%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.14M
|
+$4.93M
|
+101,618
|
+342%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$4.76M
|
+$5.89M
|
+121,536
|
New
|
|
|
12
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.72M
|
+$5.85M
|
+120,634
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.2M
|
+$1.93M
|
+39,906
|
+59%
|
|
|
14
|
Smart Money Group
Eastland,
Texas
|
$4.14M
|
+$5.13M
|
+105,756
|
New
|
|
|
15
|
Veritable
Wilmington,
Delaware
|
$3.4M
|
+$387K
|
+7,994
|
+10%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.79M
|
-$598K
|
-12,338
|
-15%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$2.53M
|
+$118K
|
+2,442
|
+4%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.43M
|
-$392K
|
-8,086
|
-12%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$2.4M
|
+$2.75M
|
+56,742
|
+1,220%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.33M
|
+$1.61M
|
+33,238
|
+126%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.23M
|
-$172K
|
-3,552
|
-6%
|
|
|
22
|
|
$1.68M
|
-$441K
|
-9,090
|
-17%
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$1.6M
|
-$80.1K
|
-1,652
|
-4%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$1.51M
|
+$61.2K
|
+1,262
|
+3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
+$56.6M
|
+1,166,866
|
New
|
|
