|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$39.4M
|
+$7.67M
|
+157,074
|
+20%
|
|
|
2
|
|
$36.4M
|
-$3.98M
|
-81,535
|
-9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$31.7M
|
-$3.84M
|
-78,566
|
-10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$22.9M
|
+$206K
|
+4,211
|
+0.8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
-$616K
|
-12,616
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
-$747K
|
-15,281
|
-4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
+$3.08M
|
+63,060
|
+26%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
-$306K
|
-6,267
|
-2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.36M
|
+$2.18M
|
+44,700
|
+26%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$9.23M
|
+$169K
|
+3,458
|
+2%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$8.9M
|
+$186K
|
+3,802
|
+2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.94M
|
+$26.1K
|
+534
|
+0.3%
|
|
|
13
|
First Trust Advisors
Wheaton,
Illinois
|
$7.57M
|
-$491K
|
-10,045
|
-5%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.26M
|
-$3.32M
|
-68,060
|
-29%
|
|
|
15
|
Money Design
Tokyo,
Japan
|
$7.11M
|
-$1.1M
|
-22,419
|
-12%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.88M
|
+$80K
|
+1,638
|
+1%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$6.76M
|
-$1.43M
|
-29,260
|
-16%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.16M
|
+$7.06M
|
+144,582
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.31M
|
+$623K
|
+12,751
|
+11%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.53M
|
-$106K
|
-2,179
|
-2%
|
|
|
21
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.94M
|
-$29.8K
|
-609
|
-0.7%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$3.9M
|
+$1.89M
|
+38,761
|
+73%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$3.63M
|
+$81.9K
|
+1,677
|
+2%
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$3.41M
|
-$1.39M
|
-28,445
|
-26%
|
|
|
25
|
BNP Paribas Financial Markets
Paris,
France
|
$3.4M
|
+$1.11M
|
+22,637
|
+40%
|
|
