|
1
|
|
$890M
|
-$11.1M
|
-184,518
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$272M
|
+$40.7M
|
+678,804
|
+18%
|
|
|
3
|
|
$258M
|
-$4.57M
|
-76,116
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$201M
|
+$2.42M
|
+40,356
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$187M
|
+$6.95M
|
+115,902
|
+4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$127M
|
-$18.7M
|
-312,312
|
-13%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$96.4M
|
-$1.82M
|
-30,408
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.1M
|
-$113K
|
-1,878
|
-0.1%
|
|
|
9
|
Arista Wealth Management
Las Vegas,
Nevada
|
$61.8M
|
+$225K
|
+3,744
|
+0.4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$58.5M
|
+$1.87M
|
+31,224
|
+3%
|
|
|
11
|
TD Private Client Wealth
New York
|
$57.2M
|
+$7.71M
|
+128,514
|
+16%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$56.2M
|
-$615K
|
-10,260
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$52M
|
+$2.67M
|
+44,436
|
+6%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$45M
|
+$42.5M
|
+709,062
|
+2,486%
|
|
|
15
|
ERn Financial LLC
Middleton,
Wisconsin
|
$43.4M
|
+$86.4K
|
+1,440
|
+0.2%
|
|
|
16
|
Joel Isaacson & Co
New York
|
$43.2M
|
+$1.52M
|
+25,332
|
+4%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$37.9M
|
+$37.3M
|
+621,738
|
New
|
|
|
18
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$37.3M
|
-$617K
|
-10,290
|
-2%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$35.8M
|
+$340K
|
+5,676
|
+1%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.5M
|
+$2.89M
|
+48,222
|
+9%
|
|
|
21
|
Essex Financial Services
Essex,
Connecticut
|
$33.2M
|
+$533K
|
+8,892
|
+2%
|
|
|
22
|
Iron Horse Wealth Management
Johston,
Iowa
|
$32.3M
|
+$701K
|
+11,682
|
+2%
|
|
|
23
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$30.7M
|
+$5.24M
|
+87,432
|
+21%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.4M
|
+$1.71M
|
+28,512
|
+6%
|
|
|
25
|
Equitable Holdings
New York
|
$29.1M
|
-$686K
|
-11,436
|
-2%
|
|
