|
1
|
|
$968M
|
-$15.5M
|
-210,408
|
-2%
|
|
|
2
|
|
$377M
|
+$6.91M
|
+93,936
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$300M
|
+$7.15M
|
+97,116
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$277M
|
-$3.35M
|
-45,462
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$259M
|
+$6.71M
|
+91,134
|
+3%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$199M
|
+$92.1M
|
+1,251,954
|
+87%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
+$13.1M
|
+177,792
|
+9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$139M
|
+$3.65M
|
+49,608
|
+3%
|
|
|
9
|
Align Financial
Hermantown,
Minnesota
|
$126M
|
+$55.6M
|
+754,914
|
New
|
|
|
10
|
TD Private Client Wealth
New York
|
$114M
|
+$11M
|
+149,070
|
+11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$91.8M
|
+$4.59M
|
+62,340
|
+5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.3M
|
+$1.17M
|
+15,846
|
+1%
|
|
|
13
|
Arista Wealth Management
Las Vegas,
Nevada
|
$84.8M
|
+$1.93M
|
+26,280
|
+2%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$78.9M
|
+$11.8M
|
+160,248
|
+18%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$71.9M
|
-$4.31M
|
-58,530
|
-6%
|
|
|
16
|
Joel Isaacson & Co
New York
|
$64.2M
|
+$2.97M
|
+40,356
|
+5%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$63.8M
|
+$2.27M
|
+30,828
|
+4%
|
|
|
18
|
|
$48.6M
|
+$934K
|
+12,696
|
+2%
|
|
|
19
|
Equitable Holdings
New York
|
$48.4M
|
+$2.09M
|
+28,440
|
+5%
|
|
|
20
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$45.2M
|
-$532K
|
-7,230
|
-1%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$43M
|
-$2.34M
|
-31,842
|
-5%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$41.8M
|
+$1.95M
|
+26,490
|
+5%
|
|
|
23
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$41.2M
|
-$100K
|
-1,362
|
-0.2%
|
|
|
24
|
Essex Financial Services
Essex,
Connecticut
|
$40M
|
-$512K
|
-6,960
|
-1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.8M
|
+$3.4M
|
+46,224
|
+10%
|
|
