|
1
|
|
$144M
|
+$9.94M
|
+310,355
|
+8%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$123M
|
+$4.4M
|
+137,352
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
+$7.98M
|
+249,269
|
+8%
|
|
|
4
|
New York Life Investment Management
New York
|
$105M
|
-$8.34M
|
-260,381
|
-7%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$73M
|
+$3.08M
|
+96,171
|
+4%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$55.8M
|
+$1.16M
|
+36,179
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$48.6M
|
-$218K
|
-6,793
|
-0.5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$48M
|
+$5.22M
|
+163,093
|
+12%
|
|
|
9
|
Flynn Zito Capital Management
Garden City,
New York
|
$20.6M
|
+$489K
|
+15,260
|
+2%
|
|
|
10
|
Mason & Associates (California)
Los Angeles,
California
|
$20.5M
|
-$609K
|
-19,015
|
-3%
|
|
|
11
|
|
$13M
|
-$5.78M
|
-180,420
|
-31%
|
|
|
12
|
Landmark Wealth Management (New York)
Melville,
New York
|
$12.3M
|
+$1.17M
|
+36,513
|
+11%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
-$69K
|
-2,154
|
-0.6%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.3M
|
+$64K
|
+1,999
|
+0.6%
|
|
|
15
|
Diversify Advisory Services
Sandy,
Utah
|
$8.5M
|
+$4.92M
|
+153,694
|
+160%
|
|
|
16
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$8.44M
|
-$18.4K
|
-574
|
-0.2%
|
|
|
17
|
Concurrent Investment Advisors
Tampa,
Florida
|
$8.07M
|
+$317K
|
+9,907
|
+4%
|
|
|
18
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$8M
|
+$263K
|
+8,207
|
+3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.99M
|
+$967K
|
+30,190
|
+14%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$7.96M
|
+$3.66M
|
+114,195
|
+87%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.93M
|
+$21.3K
|
+665
|
+0.3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.28M
|
+$1.16M
|
+36,250
|
+23%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6M
|
+$106K
|
+3,301
|
+2%
|
|
|
24
|
Veridan Wealth
West Linn,
Oregon
|
$5.55M
|
+$59.4K
|
+1,856
|
+1%
|
|
|
25
|
Oppenheimer & Co
New York
|
$3.41M
|
+$223K
|
+6,970
|
+7%
|
|
