|
1
|
|
$858M
|
-$92.5M
|
-1,784,556
|
-10%
|
|
|
2
|
|
$233M
|
+$16M
|
+308,142
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
+$3.48M
|
+67,086
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$180M
|
+$1.18M
|
+22,794
|
+0.7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$165M
|
-$2.07M
|
-40,008
|
-1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$139M
|
+$3.13M
|
+60,414
|
+2%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$88.5M
|
+$3.23M
|
+62,382
|
+4%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$78.8M
|
+$37.7M
|
+727,728
|
+110%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.9M
|
+$4.59M
|
+88,524
|
+7%
|
|
|
10
|
Arista Wealth Management
Las Vegas,
Nevada
|
$52.5M
|
+$35.3M
|
+680,034
|
+256%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$51.7M
|
+$758K
|
+14,628
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$50.3M
|
+$3.96M
|
+76,434
|
+9%
|
|
|
13
|
TD Private Client Wealth
New York
|
$40.6M
|
+$4.04M
|
+77,832
|
+12%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.5M
|
+$1.16M
|
+22,464
|
+3%
|
|
|
15
|
ERn Financial LLC
Middleton,
Wisconsin
|
$38.4M
|
+$1.8M
|
+34,758
|
+5%
|
|
|
16
|
Joel Isaacson & Co
New York
|
$36.5M
|
+$2.01M
|
+38,802
|
+6%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$32.7M
|
-$470K
|
-9,066
|
-2%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32.3M
|
-$299K
|
-5,760
|
-1%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$32.3M
|
+$2.8M
|
+54,024
|
+10%
|
|
|
20
|
Essex Financial Services
Essex,
Connecticut
|
$28.3M
|
+$3.31M
|
+63,834
|
+13%
|
|
|
21
|
Iron Horse Wealth Management
Johston,
Iowa
|
$27.8M
|
+$380K
|
+7,338
|
+1%
|
|
|
22
|
Equitable Holdings
New York
|
$27.3M
|
+$168K
|
+3,246
|
+0.7%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.8M
|
+$204K
|
+3,930
|
+0.8%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.4M
|
+$1.14M
|
+21,948
|
+5%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.3M
|
-$240K
|
-4,632
|
-1%
|
|
