|
1
|
|
$688M
|
-$35.4M
|
-907,368
|
-4%
|
|
|
2
|
Corient Capital Partners
Newport Beach,
California
|
$106M
|
+$90.1M
|
+2,305,590
|
+153%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
-$5.2M
|
-133,062
|
-4%
|
|
|
4
|
|
$95.3M
|
+$3.31M
|
+84,726
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$70.7M
|
+$1.8M
|
+46,206
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$62.9M
|
+$16.7M
|
+428,682
|
+31%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$37.8M
|
+$1.89M
|
+48,426
|
+5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$26.3M
|
+$399K
|
+10,218
|
+1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.1M
|
-$180K
|
-4,602
|
-0.6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.7M
|
+$215K
|
+5,502
|
+0.8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
+$2.15M
|
+55,098
|
+9%
|
|
|
12
|
ERn Financial LLC
Middleton,
Wisconsin
|
$23M
|
+$1.87M
|
+47,946
|
+8%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18M
|
-$746K
|
-19,092
|
-4%
|
|
|
14
|
Essex Financial Services
Essex,
Connecticut
|
$17.3M
|
-$1.6M
|
-41,046
|
-8%
|
|
|
15
|
Equitable Holdings
New York
|
$16.5M
|
+$654K
|
+16,734
|
+4%
|
|
|
16
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$15.6M
|
-$325K
|
-8,310
|
-2%
|
|
|
17
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$15.5M
|
-$11.7K
|
-300
|
-0.1%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.4M
|
+$3.62M
|
+92,736
|
+27%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14M
|
+$5.57M
|
+142,482
|
+55%
|
|
|
20
|
Joel Isaacson & Co
New York
|
$12.2M
|
+$2.43M
|
+62,172
|
+22%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
+$2.6M
|
+66,522
|
+24%
|
|
|
22
|
Merit Financial Group
Alpharetta,
Georgia
|
$12M
|
-$12.7M
|
-325,314
|
-48%
|
|
|
23
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$10.2M
|
+$215K
|
+5,508
|
+2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$10.1M
|
-$165K
|
-4,218
|
-1%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$10M
|
+$75.9K
|
+1,944
|
+0.7%
|
|
