|
1
|
|
$4.07B
|
-$2.1M
|
-29,301
|
-0.1%
|
|
|
2
|
|
$259M
|
+$97.1M
|
+1,357,830
|
+61%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$146M
|
-$3.68M
|
-51,480
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$63.1M
|
+$3.15M
|
+43,964
|
+5%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$43M
|
+$3.75M
|
+52,463
|
+10%
|
|
|
6
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$39.2M
|
+$1.06M
|
+14,847
|
+3%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.6M
|
-$2.64M
|
-36,851
|
-7%
|
|
|
8
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$35.4M
|
+$3.6M
|
+50,337
|
+11%
|
|
|
9
|
Perigon Wealth Management
San Francisco,
California
|
$33.6M
|
-$45.9K
|
-642
|
-0.1%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$33.1M
|
+$2.93M
|
+40,956
|
+10%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.1M
|
+$2.36M
|
+33,042
|
+10%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$875K
|
+12,234
|
+4%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$16.6M
|
+$1.37M
|
+19,132
|
+9%
|
|
|
14
|
MLG Wealth Management DBA Pine Grove Financial Group
Woodbury,
Minnesota
|
$13.8M
|
+$13.7M
|
+191,377
|
New
|
|
|
15
|
Rothschild Investment LLC
Chicago,
Illinois
|
$13.7M
|
+$304K
|
+4,244
|
+2%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.9M
|
+$3.63M
|
+50,787
|
+45%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.4M
|
+$756K
|
+10,563
|
+7%
|
|
|
18
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$10.9M
|
-$53.9K
|
-754
|
-0.5%
|
|
|
19
|
Graney & King
Latham,
New York
|
$9.75M
|
+$2.88M
|
+40,268
|
+43%
|
|
|
20
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$7.03M
|
+$278K
|
+3,884
|
+4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.92M
|
+$561K
|
+7,840
|
+9%
|
|
|
22
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$6.85M
|
+$287K
|
+4,006
|
+4%
|
|
|
23
|
Clarius Group LLC
Seattle,
Washington
|
$6.74M
|
+$122K
|
+1,708
|
+2%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$6.4M
|
+$1.37M
|
+19,110
|
+28%
|
|
|
25
|
Alpha Advisors
Richmond,
Virginia
|
$6.38M
|
+$126K
|
+1,761
|
+2%
|
|
