|
1
|
|
$3.95B
|
+$75.2M
|
+1,096,071
|
+2%
|
|
|
2
|
|
$155M
|
+$6.17M
|
+89,909
|
+4%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$145M
|
+$13.8M
|
+200,524
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$58.1M
|
+$27.9M
|
+406,433
|
+96%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$38M
|
+$10.3M
|
+150,578
|
+38%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$37M
|
+$2.62M
|
+38,230
|
+8%
|
|
|
7
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$36.9M
|
+$1.52M
|
+22,224
|
+4%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$32.7M
|
+$1.43M
|
+20,805
|
+5%
|
|
|
9
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$30.8M
|
+$2.08M
|
+30,314
|
+7%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$29.2M
|
+$6.09M
|
+88,700
|
+27%
|
|
|
11
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$28.6M
|
+$2.54M
|
+36,967
|
+10%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24M
|
-$3.19M
|
-46,441
|
-12%
|
|
|
13
|
|
$22.8M
|
+$22.3M
|
+325,660
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$19.4M
|
+$18.6M
|
+271,168
|
+5,122%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$19.2M
|
-$41.5M
|
-604,446
|
-69%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$14.8M
|
+$1.62M
|
+23,578
|
+13%
|
|
|
17
|
Rothschild Investment LLC
Chicago,
Illinois
|
$12.9M
|
+$366K
|
+5,341
|
+3%
|
|
|
18
|
WNY Asset Management
Williamsville,
New York
|
$12.7M
|
+$428K
|
+6,234
|
+4%
|
|
|
19
|
Flow Traders U.S.
New York
|
$12.1M
|
+$11.8M
|
+172,390
|
New
|
|
|
20
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$10.6M
|
-$273K
|
-3,974
|
-3%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.3M
|
+$1.7M
|
+24,796
|
+20%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8M
|
-$4.61M
|
-67,174
|
-37%
|
|
|
23
|
Graney & King
Latham,
New York
|
$6.63M
|
+$1.36M
|
+19,828
|
+27%
|
|
|
24
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$6.54M
|
+$246K
|
+3,585
|
+4%
|
|
|
25
|
Clarius Group LLC
Seattle,
Washington
|
$6.42M
|
+$115K
|
+1,675
|
+2%
|
|
