|
1
|
|
$128M
|
+$8.04M
|
+265,922
|
+7%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$114M
|
-$6.62M
|
-218,693
|
-6%
|
|
|
3
|
New York Life Investment Management
New York
|
$108M
|
-$360K
|
-11,916
|
-0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$93.1M
|
+$7.2M
|
+237,964
|
+9%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$66.8M
|
+$2.2M
|
+72,831
|
+3%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$52.2M
|
+$926K
|
+30,601
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$46.6M
|
+$2.77M
|
+91,700
|
+6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$40.9M
|
+$5.6M
|
+185,046
|
+16%
|
|
|
9
|
Mason & Associates (California)
Los Angeles,
California
|
$20.2M
|
+$6.39M
|
+211,265
|
+48%
|
|
|
10
|
Flynn Zito Capital Management
Garden City,
New York
|
$19.2M
|
-$2.74M
|
-90,484
|
-13%
|
|
|
11
|
|
$18M
|
+$992K
|
+32,806
|
+6%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.3M
|
+$7.05M
|
+232,932
|
+173%
|
|
|
13
|
Landmark Wealth Management (New York)
Melville,
New York
|
$10.6M
|
+$291K
|
+9,621
|
+3%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.8M
|
-$126K
|
-4,161
|
-1%
|
|
|
15
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$8.08M
|
-$26.3K
|
-868
|
-0.3%
|
|
|
16
|
Concurrent Investment Advisors
Tampa,
Florida
|
$7.41M
|
+$496K
|
+16,406
|
+7%
|
|
|
17
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$7.39M
|
+$381K
|
+12,601
|
+6%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.69M
|
+$790K
|
+26,104
|
+14%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.54M
|
+$253K
|
+8,364
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.63M
|
+$187K
|
+6,182
|
+4%
|
|
|
21
|
Veridan Wealth
West Linn,
Oregon
|
$5.25M
|
+$5.12M
|
+169,307
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.88M
|
-$6.22M
|
-205,585
|
-57%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$4.06M
|
+$408K
|
+13,501
|
+11%
|
|
|
24
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$3.78M
|
+$315K
|
+10,429
|
+9%
|
|
|
25
|
Diversify Advisory Services
Sandy,
Utah
|
$3.08M
|
+$2.9M
|
+95,937
|
New
|
|
