|
1
|
|
$452M
|
+$13.6M
|
+325,926
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$182M
|
-$9.58M
|
-230,202
|
-5%
|
|
|
3
|
|
$112M
|
+$4.3M
|
+103,380
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$72.1M
|
-$19.9M
|
-477,006
|
-22%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$69.4M
|
+$1M
|
+24,102
|
+2%
|
|
|
6
|
Corient Capital Partners
Newport Beach,
California
|
$66.9M
|
-$1.81M
|
-43,578
|
-3%
|
|
|
7
|
GM Advisory Group
Melville,
New York
|
$47M
|
+$2.74M
|
+65,880
|
+7%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$46.8M
|
-$2.09M
|
-50,196
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$35.6M
|
-$2.79M
|
-66,960
|
-8%
|
|
|
10
|
Altium Wealth Management
Purchase,
New York
|
$35.2M
|
-$821K
|
-19,728
|
-2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.6M
|
+$700K
|
+16,812
|
+3%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.4M
|
+$130K
|
+3,126
|
+0.6%
|
|
|
13
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$22.2M
|
+$21.2M
|
+508,650
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$19.5M
|
-$265K
|
-6,354
|
-1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.5M
|
-$115K
|
-2,760
|
-0.7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$1.33M
|
+32,046
|
+9%
|
|
|
17
|
Essex Financial Services
Essex,
Connecticut
|
$16.5M
|
–
|
–
|
–
|
|
|
18
|
Equitable Holdings
New York
|
$14.8M
|
-$201K
|
-4,836
|
-1%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.3M
|
+$428K
|
+10,272
|
+4%
|
|
|
20
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$12.3M
|
-$307K
|
-7,386
|
-3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
-$419K
|
-10,062
|
-4%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$11.6M
|
+$6.74K
|
+162
|
+0.1%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$11.1M
|
+$549K
|
+13,194
|
+5%
|
|
|
24
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$11M
|
+$591K
|
+14,190
|
+6%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.6M
|
-$1.23M
|
-29,508
|
-11%
|
|
