|
1
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$38.8M
|
+$37.6M
|
+1,311,563
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$19.5M
|
-$746K
|
-26,015
|
-4%
|
|
|
3
|
|
$17.3M
|
-$1.65M
|
-57,587
|
-9%
|
|
|
4
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$12.3M
|
-$423K
|
-14,771
|
-3%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.2M
|
-$3M
|
-104,814
|
-20%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
-$4.27M
|
-149,108
|
-29%
|
|
|
7
|
|
$9.16M
|
+$7.32M
|
+255,338
|
+469%
|
|
|
8
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$8.86M
|
+$8.59M
|
+299,460
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$8.19M
|
+$447K
|
+15,597
|
+6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.22M
|
+$224K
|
+7,830
|
+3%
|
|
|
11
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$6.63M
|
+$371K
|
+12,940
|
+6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.6M
|
+$37.6K
|
+1,310
|
+0.7%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.41M
|
+$295K
|
+10,291
|
+6%
|
|
|
14
|
TAP Consulting
Kirkwood,
Missouri
|
$5.37M
|
+$788K
|
+27,488
|
+18%
|
|
|
15
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.75M
|
-$5.75M
|
-200,426
|
-55%
|
|
|
16
|
Biltmore Family Office
Charlotte,
North Carolina
|
$4.7M
|
+$168K
|
+5,860
|
+4%
|
|
|
17
|
|
$4.36M
|
-$1.1M
|
-38,383
|
-21%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.19M
|
+$116K
|
+4,038
|
+3%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4M
|
+$1.93M
|
+67,300
|
+99%
|
|
|
20
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$3.97M
|
+$3.84M
|
+134,052
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$3.92M
|
+$293K
|
+10,221
|
+8%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.77M
|
-$559K
|
-19,515
|
-13%
|
|
|
23
|
Level Four Advisory Services
Dallas,
Texas
|
$3.68M
|
+$140K
|
+4,893
|
+4%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.58M
|
-$507K
|
-17,678
|
-13%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$3.57M
|
+$3.46M
|
+120,858
|
New
|
|
