|
1
|
|
$964M
|
-$23.7M
|
-342,048
|
-3%
|
|
|
2
|
|
$363M
|
+$27.7M
|
+400,680
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$287M
|
+$27M
|
+390,786
|
+11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$274M
|
+$17.1M
|
+247,824
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$247M
|
+$20.3M
|
+293,520
|
+9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
+$10.2M
|
+147,204
|
+8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$133M
|
-$573K
|
-8,292
|
-0.5%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$105M
|
-$1.91M
|
-27,624
|
-2%
|
|
|
9
|
TD Private Client Wealth
New York
|
$101M
|
+$10.6M
|
+153,918
|
+12%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$85.4M
|
-$62.7K
|
-906
|
-0.1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$82.6M
|
+$1.84M
|
+26,658
|
+2%
|
|
|
12
|
Arista Wealth Management
Las Vegas,
Nevada
|
$81.2M
|
+$3.76M
|
+54,378
|
+5%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$74.6M
|
+$4.63M
|
+66,900
|
+7%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$65.6M
|
+$10.8M
|
+155,628
|
+21%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$60.3M
|
+$656K
|
+9,492
|
+1%
|
|
|
16
|
Joel Isaacson & Co
New York
|
$60M
|
+$2.14M
|
+31,014
|
+4%
|
|
|
17
|
|
$46.7M
|
+$970K
|
+14,022
|
+2%
|
|
|
18
|
Equitable Holdings
New York
|
$45.4M
|
+$4.96M
|
+71,682
|
+13%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$44.8M
|
-$1.58M
|
-22,878
|
-4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$44.4M
|
+$3.29M
|
+47,598
|
+8%
|
|
|
21
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$40.4M
|
+$83.4K
|
+1,206
|
+0.2%
|
|
|
22
|
Essex Financial Services
Essex,
Connecticut
|
$39.7M
|
+$458K
|
+6,624
|
+1%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$39.1M
|
-$1.42M
|
-20,496
|
-4%
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$36.4M
|
+$26.5M
|
+383,646
|
+315%
|
|
|
25
|
Kropog Financial Group
Mandeville,
Louisiana
|
$33.9M
|
-$17.4K
|
-252
|
-0.1%
|
|
