|
1
|
|
$834M
|
-$1.77M
|
-41,304
|
-0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$23.3M
|
+544,656
|
+17%
|
|
|
3
|
|
$168M
|
+$7.3M
|
+170,568
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$144M
|
+$1.2M
|
+27,942
|
+0.9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$137M
|
+$17.5M
|
+407,904
|
+16%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$111M
|
-$3.46M
|
-80,940
|
-3%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$69.5M
|
-$98.2M
|
-2,295,492
|
-60%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.9M
|
+$24.3M
|
+568,428
|
+85%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$42.3M
|
+$18M
|
+421,518
|
+82%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$35.3M
|
-$117K
|
-2,742
|
-0.3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.7M
|
-$5.51M
|
-128,868
|
-14%
|
|
|
12
|
ERn Financial LLC
Middleton,
Wisconsin
|
$30.1M
|
+$382K
|
+8,916
|
+1%
|
|
|
13
|
GW & Wade
Wellesley,
Massachusetts
|
$28.8M
|
+$499K
|
+11,670
|
+2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$27.3M
|
-$706K
|
-16,494
|
-3%
|
|
|
15
|
Joel Isaacson & Co
New York
|
$26.2M
|
+$1.6M
|
+37,362
|
+7%
|
|
|
16
|
TD Private Client Wealth
New York
|
$25.7M
|
+$22.8M
|
+533,166
|
+1,463%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.6M
|
+$1.19M
|
+27,798
|
+5%
|
|
|
18
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$24.2M
|
+$633K
|
+14,802
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.5M
|
+$1.37M
|
+31,962
|
+7%
|
|
|
20
|
|
$22.8M
|
+$11.9M
|
+277,500
|
+122%
|
|
|
21
|
Iron Horse Wealth Management
Johston,
Iowa
|
$22.1M
|
+$657K
|
+15,342
|
+3%
|
|
|
22
|
Equitable Holdings
New York
|
$21.8M
|
+$364K
|
+8,496
|
+2%
|
|
|
23
|
Essex Financial Services
Essex,
Connecticut
|
$21M
|
+$494K
|
+11,532
|
+3%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.7M
|
+$219K
|
+5,124
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.3M
|
-$120K
|
-2,808
|
-0.7%
|
|
