|
1
|
|
$874M
|
-$61.6M
|
-1,274,808
|
-7%
|
|
|
2
|
|
$197M
|
-$171M
|
-3,541,188
|
-48%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$182M
|
-$9.3M
|
-192,522
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$163M
|
+$1.44M
|
+29,790
|
+0.9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$153M
|
-$1.01M
|
-20,898
|
-0.7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$124M
|
-$795K
|
-16,458
|
-0.7%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$77.7M
|
-$455K
|
-9,432
|
-0.6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.7M
|
+$3.54M
|
+73,296
|
+6%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$46.5M
|
-$982K
|
-20,328
|
-2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$42.1M
|
+$2.32M
|
+48,048
|
+6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.8M
|
-$3.07M
|
-63,570
|
-8%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$33.7M
|
+$31.7M
|
+655,404
|
+8,954%
|
|
|
13
|
ERn Financial LLC
Middleton,
Wisconsin
|
$33.3M
|
-$10.1K
|
-210
|
-0%
|
|
|
14
|
TD Private Client Wealth
New York
|
$33.1M
|
+$3.97M
|
+82,230
|
+14%
|
|
|
15
|
Joel Isaacson & Co
New York
|
$31.4M
|
+$1.8M
|
+37,242
|
+6%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$30.3M
|
-$410K
|
-8,484
|
-1%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.9M
|
+$985K
|
+20,388
|
+4%
|
|
|
18
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$26.7M
|
-$520K
|
-10,758
|
-2%
|
|
|
19
|
Iron Horse Wealth Management
Johston,
Iowa
|
$25M
|
+$165K
|
+3,408
|
+0.7%
|
|
|
20
|
Equitable Holdings
New York
|
$24.8M
|
+$288K
|
+5,958
|
+1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.2M
|
-$2.04M
|
-42,312
|
-8%
|
|
|
22
|
Essex Financial Services
Essex,
Connecticut
|
$24.1M
|
+$486K
|
+10,068
|
+2%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24M
|
+$10.9M
|
+226,050
|
+91%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23M
|
-$213K
|
-4,416
|
-1%
|
|
|
25
|
|
$22.9M
|
-$2.61M
|
-54,078
|
-11%
|
|
