|
1
|
|
$667M
|
+$118M
|
+2,429,856
|
+22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$169M
|
+$6.74M
|
+139,098
|
+4%
|
|
|
3
|
|
$135M
|
+$5.63M
|
+116,166
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$88.5M
|
+$1.82M
|
+37,596
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$85.4M
|
+$925K
|
+19,104
|
+1%
|
|
|
6
|
Corient Capital Partners
Newport Beach,
California
|
$76.4M
|
-$359K
|
-7,404
|
-0.5%
|
|
|
7
|
GM Advisory Group
Melville,
New York
|
$57.6M
|
+$961K
|
+19,842
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$40.7M
|
+$1.07M
|
+22,008
|
+3%
|
|
|
9
|
Altium Wealth Management
Purchase,
New York
|
$39.6M
|
-$533K
|
-11,004
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.5M
|
+$1.88M
|
+38,808
|
+6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30M
|
+$9.65M
|
+199,242
|
+50%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$27.4M
|
+$405K
|
+8,364
|
+2%
|
|
|
13
|
Essex Financial Services
Essex,
Connecticut
|
$26.9M
|
-$365K
|
-7,542
|
-1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.7M
|
+$3.54M
|
+73,038
|
+18%
|
|
|
15
|
Portfolio Strategies
Monsey,
New York
|
$24.2M
|
+$2.58M
|
+53,262
|
+12%
|
|
|
16
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$23.6M
|
-$774K
|
-15,972
|
-3%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$21.5M
|
-$322K
|
-6,654
|
-2%
|
|
|
18
|
SMI Advisory Services
Columbus,
Indiana
|
$19.1M
|
+$18.4M
|
+380,526
|
New
|
|
|
19
|
Equitable Holdings
New York
|
$17.1M
|
-$79.9K
|
-1,650
|
-0.5%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$16M
|
+$15.4M
|
+318,834
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.7M
|
+$449K
|
+9,270
|
+3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.1M
|
-$216K
|
-4,452
|
-2%
|
|
|
23
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.8M
|
-$280K
|
-5,772
|
-2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.2M
|
+$842K
|
+17,382
|
+7%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$13.1M
|
+$269K
|
+5,556
|
+2%
|
|
