|
1
|
Bank of America
Charlotte,
North Carolina
|
$213M
|
+$11.6M
|
+227,838
|
+6%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$198M
|
-$4.97M
|
-97,284
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$157M
|
+$2.81M
|
+54,986
|
+2%
|
|
|
4
|
HB Wealth Management
Atlanta,
Georgia
|
$130M
|
+$19.1M
|
+374,070
|
+17%
|
|
|
5
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$87.6M
|
+$14.7M
|
+287,225
|
+20%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$79.1M
|
+$3.59M
|
+70,284
|
+5%
|
|
|
7
|
NorthRock Partners
Minneapolis,
Minnesota
|
$76M
|
+$15.7M
|
+307,333
|
+26%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$70.5M
|
+$31.5K
|
+618
|
+0%
|
|
|
9
|
Bank of New York Mellon
New York
|
$64.3M
|
+$8.26M
|
+161,844
|
+15%
|
|
|
10
|
Salomon & Ludwin
Richmond,
Virginia
|
$60.9M
|
+$909K
|
+17,811
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$52.8M
|
-$624K
|
-12,222
|
-1%
|
|
|
12
|
|
$50.2M
|
-$18.1M
|
-354,065
|
-26%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$48.1M
|
+$2.49M
|
+48,711
|
+5%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$45.3M
|
-$48.1K
|
-942
|
-0.1%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$45.1M
|
-$46.1M
|
-902,579
|
-51%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.9M
|
+$21.9M
|
+428,177
|
+121%
|
|
|
17
|
AlphaCore Capital
La Jolla,
California
|
$39.2M
|
+$9.52M
|
+186,546
|
+32%
|
|
|
18
|
Weatherly Asset Management
Del Mar,
California
|
$37M
|
+$967K
|
+18,950
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.7M
|
+$3.23M
|
+63,325
|
+10%
|
|
|
20
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$33.1M
|
+$1.57M
|
+30,721
|
+5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.8M
|
+$2.68M
|
+52,593
|
+9%
|
|
|
22
|
|
$32.8M
|
+$5.99M
|
+117,442
|
+22%
|
|
|
23
|
Bridgewater Advisors
New York
|
$31.9M
|
-$3.18M
|
-62,262
|
-9%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$31.3M
|
+$10.2M
|
+200,236
|
+49%
|
|
|
25
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$27.9M
|
-$2.22M
|
-43,434
|
-7%
|
|
