|
1
|
|
$1.08B
|
+$14.8M
|
+185,884
|
+1%
|
|
|
2
|
|
$433M
|
-$8.38M
|
-105,563
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$384M
|
+$56.2M
|
+708,182
|
+18%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$310M
|
+$1.57M
|
+19,744
|
+0.5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$272M
|
-$11.6M
|
-145,780
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$214M
|
+$14.1M
|
+177,381
|
+7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$156M
|
+$968K
|
+12,191
|
+0.6%
|
|
|
8
|
TD Private Client Wealth
New York
|
$142M
|
+$8.99M
|
+113,225
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$135M
|
+$39.4M
|
+496,918
|
+44%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$120M
|
+$3.36M
|
+42,307
|
+3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$97.1M
|
+$4.13M
|
+52,037
|
+5%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$89.5M
|
-$15.6M
|
-196,681
|
-15%
|
|
|
13
|
Arista Wealth Management
Las Vegas,
Nevada
|
$87.1M
|
-$2M
|
-25,187
|
-2%
|
|
|
14
|
Joel Isaacson & Co
New York
|
$75.1M
|
+$867K
|
+10,926
|
+1%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$73.1M
|
-$15.2M
|
-191,412
|
-18%
|
|
|
16
|
Equitable Holdings
New York
|
$72.4M
|
+$13.6M
|
+170,995
|
+24%
|
|
|
17
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$69.3M
|
+$15.5M
|
+195,222
|
+30%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$68.8M
|
+$30.3M
|
+381,617
|
+85%
|
|
|
19
|
|
$58.8M
|
+$1.3M
|
+16,438
|
+2%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$51.3M
|
-$30.1M
|
-379,360
|
-38%
|
|
|
21
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$46.6M
|
+$245K
|
+3,084
|
+0.5%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$46.5M
|
+$478K
|
+6,017
|
+1%
|
|
|
23
|
Essex Financial Services
Essex,
Connecticut
|
$44.2M
|
-$187K
|
-2,357
|
-0.4%
|
|
|
24
|
Principle Wealth Partners
Madison,
Connecticut
|
$42.6M
|
+$11M
|
+138,343
|
+37%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.7M
|
+$13.4M
|
+168,808
|
+52%
|
|
