|
1
|
|
$785M
|
-$30.8M
|
-508,578
|
-3%
|
|
|
2
|
|
$251M
|
+$16.9M
|
+278,598
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
-$62.4M
|
-1,029,402
|
-23%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$184M
|
+$33.1K
|
+546
|
+0%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$166M
|
-$6.25M
|
-103,074
|
-3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$118M
|
+$1.76M
|
+29,058
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.5M
|
+$12.6M
|
+207,606
|
+13%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$79.9M
|
-$8.86M
|
-146,208
|
-9%
|
|
|
9
|
TD Private Client Wealth
New York
|
$61.2M
|
+$9.74M
|
+160,632
|
+17%
|
|
|
10
|
Arista Wealth Management
Las Vegas,
Nevada
|
$59.3M
|
+$3.02M
|
+49,896
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$57.2M
|
+$4.08M
|
+67,242
|
+7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$55M
|
+$8.11M
|
+133,758
|
+16%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$53M
|
+$1.75M
|
+28,890
|
+3%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$42.2M
|
+$1.21M
|
+20,010
|
+3%
|
|
|
15
|
Joel Isaacson & Co
New York
|
$41.1M
|
+$1.74M
|
+28,746
|
+4%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$36.7M
|
+$2.25M
|
+37,146
|
+6%
|
|
|
17
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$34.8M
|
+$709K
|
+11,706
|
+2%
|
|
|
18
|
ERn Financial LLC
Middleton,
Wisconsin
|
$33.9M
|
-$6.3M
|
-103,950
|
-15%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$31.9M
|
-$838K
|
-13,830
|
-2%
|
|
|
20
|
Essex Financial Services
Essex,
Connecticut
|
$30.3M
|
-$44K
|
-726
|
-0.1%
|
|
|
21
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$29.7M
|
+$1.89M
|
+31,152
|
+6%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.4M
|
-$3.35M
|
-55,212
|
-9%
|
|
|
23
|
Equitable Holdings
New York
|
$28.6M
|
+$2.13M
|
+35,070
|
+7%
|
|
|
24
|
Iron Horse Wealth Management
Johston,
Iowa
|
$28.2M
|
-$1.41M
|
-23,244
|
-4%
|
|
|
25
|
Kropog Financial Group
Mandeville,
Louisiana
|
$26.2M
|
+$26.9K
|
+444
|
+0.1%
|
|
