|
1
|
|
$1.55B
|
+$30.5M
|
+460,370
|
+2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$151M
|
+$12.7M
|
+191,598
|
+8%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$113M
|
+$68.1M
|
+1,027,371
|
+117%
|
|
|
4
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$46.6M
|
-$6.28M
|
-94,667
|
-11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$35M
|
-$206K
|
-3,099
|
-0.5%
|
|
|
6
|
|
$31.9M
|
+$3.83M
|
+57,691
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$20.3M
|
-$3.48M
|
-52,432
|
-13%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$15.5M
|
+$621K
|
+9,369
|
+4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.3M
|
-$699K
|
-10,544
|
-4%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.7M
|
+$3.9M
|
+58,728
|
+43%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
-$138K
|
-2,087
|
-1%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
-$112K
|
-1,687
|
-0.9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$796K
|
+11,999
|
+7%
|
|
|
14
|
Scotia Capital
Toronto,
Ontario, Canada
|
$10.4M
|
-$14.1K
|
-212
|
-0.1%
|
|
|
15
|
Systelligence LLC
Bloomington,
Minnesota
|
$9.37M
|
+$5.25M
|
+79,203
|
+101%
|
|
|
16
|
Drake & Associates
Waukesha,
Wisconsin
|
$8.44M
|
+$398K
|
+6,004
|
+4%
|
|
|
17
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$8.02M
|
+$7.49M
|
+112,854
|
+875%
|
|
|
18
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$7.05M
|
-$27.9K
|
-420
|
-0.4%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.03M
|
+$692K
|
+10,429
|
+11%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.66M
|
+$293K
|
+4,410
|
+5%
|
|
|
21
|
|
$5.4M
|
+$465K
|
+7,004
|
+8%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.26M
|
+$64.3K
|
+970
|
+1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$5.25M
|
-$11.1M
|
-167,217
|
-65%
|
|
|
24
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$5.05M
|
+$282K
|
+4,258
|
+5%
|
|
|
25
|
Centaurus Financial
Anaheim,
California
|
$4.71M
|
+$831K
|
+12,531
|
+19%
|
|
