|
1
|
|
$819M
|
+$45.8M
|
+1,246,554
|
+6%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$128M
|
+$2.36M
|
+64,158
|
+2%
|
|
|
3
|
|
$122M
|
-$2.24M
|
-60,840
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
-$36.5M
|
-992,982
|
-26%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$96.4M
|
+$14.6M
|
+397,458
|
+19%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$82.1M
|
+$9.01M
|
+245,154
|
+13%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$78.3M
|
-$14.5M
|
-395,712
|
-16%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$33M
|
+$1.17M
|
+31,806
|
+4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.5M
|
+$3.19M
|
+86,952
|
+12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.5M
|
+$3.59M
|
+97,626
|
+14%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.6M
|
-$296K
|
-8,058
|
-1%
|
|
|
12
|
ERn Financial LLC
Middleton,
Wisconsin
|
$25.7M
|
+$1.38M
|
+37,428
|
+6%
|
|
|
13
|
GW & Wade
Wellesley,
Massachusetts
|
$21.2M
|
+$1.01M
|
+27,444
|
+5%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$18.4M
|
+$287K
|
+7,818
|
+2%
|
|
|
15
|
Equitable Holdings
New York
|
$18.1M
|
+$172K
|
+4,674
|
+1%
|
|
|
16
|
Iron Horse Wealth Management
Johston,
Iowa
|
$18.1M
|
+$1.44M
|
+39,204
|
+9%
|
|
|
17
|
Joel Isaacson & Co
New York
|
$17.7M
|
+$2.63M
|
+71,700
|
+18%
|
|
|
18
|
Essex Financial Services
Essex,
Connecticut
|
$17.6M
|
-$1.33M
|
-36,210
|
-7%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$16.8M
|
-$110K
|
-3,000
|
-0.7%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.6M
|
+$1.14M
|
+30,996
|
+8%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.1M
|
-$5.5M
|
-149,700
|
-29%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.9M
|
+$247K
|
+6,720
|
+2%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$12.5M
|
-$165K
|
-4,494
|
-1%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$12.3M
|
+$916K
|
+24,936
|
+8%
|
|
|
25
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$12.2M
|
+$651K
|
+17,724
|
+6%
|
|
