|
1
|
Bank of America
Charlotte,
North Carolina
|
$95.2M
|
-$28.6M
|
-664,320
|
-23%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$53.4M
|
-$502K
|
-11,663
|
-0.9%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51.5M
|
-$107K
|
-2,481
|
-0.2%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$38M
|
+$1.3M
|
+30,253
|
+4%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$37.5M
|
-$72.3K
|
-1,679
|
-0.2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.6M
|
-$549K
|
-12,750
|
-2%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$27.6M
|
-$1.34M
|
-31,091
|
-5%
|
|
|
8
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$27.4M
|
-$1.1M
|
-25,498
|
-4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$20.7M
|
+$2.84M
|
+65,885
|
+16%
|
|
|
10
|
SimpliFi Inc
San Diego,
California
|
$19.2M
|
+$99.6K
|
+2,313
|
+0.5%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$17.2M
|
-$4.34M
|
-100,876
|
-20%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$15M
|
-$635K
|
-14,742
|
-4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
-$242K
|
-5,626
|
-2%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$11.3M
|
+$1.61M
|
+37,482
|
+17%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$10.9M
|
-$650K
|
-15,106
|
-6%
|
|
|
16
|
Citizens Financial Group
Providence,
Rhode Island
|
$10.2M
|
+$10.1M
|
+234,249
|
New
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10M
|
+$5.92M
|
+137,430
|
+150%
|
|
|
18
|
|
$9.65M
|
-$6.84M
|
-158,851
|
-42%
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$9.46M
|
+$318K
|
+7,398
|
+4%
|
|
|
20
|
GSB Wealth Management
Guilford,
Connecticut
|
$9.2M
|
+$175K
|
+4,075
|
+2%
|
|
|
21
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$9.14M
|
+$435K
|
+10,095
|
+5%
|
|
|
22
|
Insight Advisors
Newtown,
Pennsylvania
|
$8.64M
|
-$409K
|
-9,490
|
-5%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.36M
|
+$1.22M
|
+28,438
|
+20%
|
|
|
24
|
|
$7.14M
|
-$12M
|
-279,591
|
-63%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.69M
|
+$599K
|
+13,924
|
+10%
|
|
