|
1
|
|
$706M
|
+$11M
|
+305,280
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
+$31.5M
|
+872,922
|
+29%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$117M
|
+$151M
|
+4,180,152
|
New
|
|
|
4
|
|
$113M
|
+$17.5M
|
+483,492
|
+18%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$85.6M
|
+$22.6M
|
+624,726
|
+35%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$74.3M
|
+$2.86M
|
+79,134
|
+4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$66.5M
|
+$40.9M
|
+1,133,148
|
+150%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
-$9.39M
|
-260,130
|
-24%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.4M
|
+$2.51M
|
+69,498
|
+10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.8M
|
+$408K
|
+11,298
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.5M
|
+$1.04M
|
+28,800
|
+4%
|
|
|
12
|
ERn Financial LLC
Middleton,
Wisconsin
|
$22.2M
|
-$1.08M
|
-29,964
|
-5%
|
|
|
13
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$19.4M
|
+$19.9M
|
+550,890
|
New
|
|
|
14
|
GW & Wade
Wellesley,
Massachusetts
|
$18.4M
|
+$9.55M
|
+264,444
|
+102%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.1M
|
-$32.7K
|
-906
|
-0.2%
|
|
|
16
|
Essex Financial Services
Essex,
Connecticut
|
$17.4M
|
-$125K
|
-3,468
|
-0.7%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$16.6M
|
+$15.5M
|
+430,080
|
+1,052%
|
|
|
18
|
Equitable Holdings
New York
|
$16.4M
|
-$345K
|
-9,546
|
-2%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$15.5M
|
-$265K
|
-7,344
|
-2%
|
|
|
20
|
Iron Horse Wealth Management
Johston,
Iowa
|
$15.1M
|
+$9.33M
|
+258,474
|
+150%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.5M
|
+$2.35M
|
+64,980
|
+19%
|
|
|
22
|
Joel Isaacson & Co
New York
|
$13.7M
|
+$1.43M
|
+39,672
|
+11%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.2M
|
-$1.01M
|
-28,080
|
-7%
|
|
|
24
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.6M
|
-$562K
|
-15,558
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.6M
|
-$4.04M
|
-111,978
|
-25%
|
|
