|
1
|
|
$750M
|
+$29.6M
|
+744,012
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
-$11.9M
|
-299,100
|
-9%
|
|
|
3
|
|
$96.4M
|
+$1.88M
|
+47,190
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$72.1M
|
+$7.07M
|
+177,780
|
+10%
|
|
|
5
|
Corient Capital Partners
Newport Beach,
California
|
$54.7M
|
-$1.67M
|
-42,054
|
-3%
|
|
|
6
|
Parker Investment Management
Menlo Park,
California
|
$51.7M
|
+$56.7M
|
+1,425,996
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$50.1M
|
-$9.94M
|
-249,720
|
-15%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$37.7M
|
+$3.32M
|
+83,346
|
+9%
|
|
|
9
|
Altium Wealth Management
Purchase,
New York
|
$27.7M
|
-$197K
|
-4,962
|
-0.6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$27.1M
|
+$9.43M
|
+237,042
|
+46%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.4M
|
+$140K
|
+3,522
|
+0.5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.5M
|
+$1.1M
|
+27,642
|
+4%
|
|
|
13
|
Merit Financial Group
Alpharetta,
Georgia
|
$24.3M
|
+$16.2M
|
+407,262
|
+154%
|
|
|
14
|
ERn Financial LLC
Middleton,
Wisconsin
|
$22.3M
|
+$24.5M
|
+614,844
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
+$2.98M
|
+75,018
|
+14%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.6M
|
-$446K
|
-11,202
|
-2%
|
|
|
17
|
Essex Financial Services
Essex,
Connecticut
|
$19.5M
|
-$609K
|
-15,294
|
-3%
|
|
|
18
|
|
$19.5M
|
+$19.6M
|
+492,330
|
+1,077%
|
|
|
19
|
Portfolio Strategies
Monsey,
New York
|
$18.5M
|
-$286K
|
-7,188
|
-1%
|
|
|
20
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$17M
|
-$3.02M
|
-75,882
|
-15%
|
|
|
21
|
Equitable Holdings
New York
|
$16.6M
|
+$2.5M
|
+62,856
|
+16%
|
|
|
22
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$16.6M
|
-$1.06M
|
-26,604
|
-5%
|
|
|
23
|
Principle Wealth Partners
Madison,
Connecticut
|
$13.2M
|
+$7.21M
|
+181,128
|
+99%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.7M
|
+$1.92M
|
+48,246
|
+16%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$10.7M
|
+$489K
|
+12,294
|
+4%
|
|
