|
1
|
|
$762M
|
-$45.7M
|
-1,073,886
|
-5%
|
|
|
2
|
|
$146M
|
+$14M
|
+328,230
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$133M
|
-$3.07M
|
-72,198
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$130M
|
+$971K
|
+22,842
|
+0.7%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$121M
|
-$3.35M
|
-78,672
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$108M
|
+$7.53M
|
+177,024
|
+7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
+$16M
|
+376,116
|
+17%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.9M
|
+$5.99M
|
+140,802
|
+19%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$32.3M
|
-$1.38M
|
-32,496
|
-4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.6M
|
-$3.7M
|
-86,988
|
-11%
|
|
|
11
|
ERn Financial LLC
Middleton,
Wisconsin
|
$26.6M
|
-$683K
|
-16,056
|
-2%
|
|
|
12
|
GW & Wade
Wellesley,
Massachusetts
|
$25.8M
|
+$2.21M
|
+51,900
|
+9%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$25.6M
|
-$1.15M
|
-27,012
|
-4%
|
|
|
14
|
Joel Isaacson & Co
New York
|
$22.3M
|
+$2.12M
|
+49,860
|
+10%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.2M
|
+$2.86M
|
+67,284
|
+14%
|
|
|
16
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$21.5M
|
+$20.8M
|
+488,742
|
+1,459%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$21.2M
|
+$280K
|
+6,582
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
-$1.44M
|
-33,792
|
-6%
|
|
|
19
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$19.6M
|
+$2.73M
|
+64,200
|
+16%
|
|
|
20
|
Iron Horse Wealth Management
Johston,
Iowa
|
$19.5M
|
+$761K
|
+17,892
|
+4%
|
|
|
21
|
Equitable Holdings
New York
|
$19.5M
|
-$292K
|
-6,876
|
-1%
|
|
|
22
|
Essex Financial Services
Essex,
Connecticut
|
$18.6M
|
-$215K
|
-5,046
|
-1%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.6M
|
+$6.04M
|
+142,086
|
+46%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.7M
|
-$138K
|
-3,246
|
-0.8%
|
|
|
25
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$17.2M
|
-$580K
|
-13,626
|
-3%
|
|
