|
1
|
Bank of America
Charlotte,
North Carolina
|
$87.7M
|
+$6.44M
|
+108,097
|
+7%
|
|
|
2
|
|
$45.7M
|
+$5.8M
|
+97,389
|
+13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30M
|
+$2.45M
|
+41,177
|
+8%
|
|
|
4
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$28.8M
|
-$522K
|
-8,757
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$24.3M
|
-$2.35M
|
-39,528
|
-8%
|
|
|
6
|
626 Financial
Portage,
Michigan
|
$16.9M
|
+$126K
|
+2,120
|
+0.7%
|
|
|
7
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$16.1M
|
+$959K
|
+16,103
|
+6%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$11.3M
|
+$452K
|
+7,589
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$451K
|
+7,566
|
+4%
|
|
|
10
|
MGO Private Wealth
Irvine,
California
|
$6.97M
|
+$7.66M
|
+128,543
|
New
|
|
|
11
|
Arrow Investment Advisors
Laurel,
Maryland
|
$6.64M
|
+$1.6M
|
+26,912
|
+28%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.9M
|
-$105K
|
-1,759
|
-2%
|
|
|
13
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$5.78M
|
+$94.9K
|
+1,593
|
+2%
|
|
|
14
|
Flow Traders U.S.
New York
|
$5M
|
+$3.55M
|
+59,663
|
+184%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$4.81M
|
+$283K
|
+4,745
|
+6%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$3.79M
|
–
|
–
|
–
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$3.38M
|
-$666K
|
-11,178
|
-15%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.77M
|
+$130K
|
+2,180
|
+4%
|
|
|
19
|
|
$2.77M
|
+$937K
|
+15,736
|
+45%
|
|
|
20
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.71M
|
+$240K
|
+4,024
|
+9%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$2.54M
|
-$46.4K
|
-779
|
-2%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$2.51M
|
+$844K
|
+14,167
|
+44%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.44M
|
-$21.4K
|
-360
|
-0.8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.41M
|
-$12.7K
|
-214
|
-0.5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.4M
|
+$1.56M
|
+26,187
|
+145%
|
|
