|
1
|
|
$14.2M
|
+$776K
|
+8,190
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$1.8M
|
-18,966
|
-15%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$9.77M
|
-$11.5M
|
-120,898
|
-53%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.25M
|
-$4.5M
|
-47,444
|
-32%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.88M
|
+$3.04M
|
+32,112
|
+77%
|
|
|
6
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$6.81M
|
+$6.57M
|
+69,344
|
New
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$6.81M
|
+$5.21M
|
+54,946
|
+303%
|
|
|
8
|
|
$4.96M
|
+$310K
|
+3,274
|
+7%
|
|
|
9
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$4.64M
|
+$375K
|
+3,958
|
+9%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.17M
|
-$9.52M
|
-100,500
|
-70%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.89M
|
-$486K
|
-5,130
|
-11%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.15M
|
+$1.33M
|
+14,038
|
+71%
|
|
|
13
|
YorkBridge Wealth Partners
New York
|
$3.02M
|
+$221K
|
+2,332
|
+8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.98M
|
+$1.35M
|
+14,266
|
+81%
|
|
|
15
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$2.82M
|
-$56.3K
|
-594
|
-2%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$2.69M
|
+$2.73M
|
+28,862
|
New
|
|
|
17
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.52M
|
+$240K
|
+2,530
|
+10%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.37M
|
+$216K
|
+2,284
|
+10%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.35M
|
-$152K
|
-1,600
|
-6%
|
|
|
20
|
Berkeley Inc
Boise,
Idaho
|
$2M
|
+$37.9K
|
+400
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.83M
|
+$283K
|
+2,986
|
+18%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.67M
|
+$569K
|
+6,010
|
+50%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.65M
|
+$234K
|
+2,466
|
+16%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.48M
|
+$1.27M
|
+13,452
|
+551%
|
|
|
25
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.34M
|
+$255K
|
+2,690
|
+23%
|
|
