|
1
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$41.8M
|
+$1.15M
|
+38,538
|
+3%
|
|
|
2
|
|
$25.2M
|
+$6.84M
|
+229,838
|
+39%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.5M
|
-$3.81M
|
-127,842
|
-19%
|
|
|
4
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$12.1M
|
-$730K
|
-24,521
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
-$402K
|
-13,486
|
-4%
|
|
|
6
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$10.5M
|
+$1.21M
|
+40,539
|
+14%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$8.31M
|
-$253K
|
-8,495
|
-3%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.26M
|
-$287K
|
-9,654
|
-4%
|
|
|
9
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$6.46M
|
-$463K
|
-15,550
|
-7%
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.22M
|
+$1.21M
|
+40,799
|
+25%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.72M
|
-$137K
|
-4,589
|
-2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.38M
|
-$271K
|
-9,093
|
-5%
|
|
|
13
|
Biltmore Family Office
Charlotte,
North Carolina
|
$4.93M
|
+$7.5K
|
+252
|
+0.2%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.86M
|
+$7.04M
|
+236,310
|
New
|
|
|
15
|
TAP Consulting
Kirkwood,
Missouri
|
$4.48M
|
-$1.1M
|
-36,787
|
-20%
|
|
|
16
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.28M
|
+$98K
|
+3,290
|
+2%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$4.13M
|
+$7.62K
|
+256
|
+0.2%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.01M
|
-$356K
|
-11,938
|
-8%
|
|
|
19
|
Level Four Advisory Services
Dallas,
Texas
|
$3.81M
|
+$10.2K
|
+342
|
+0.3%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.39M
|
+$1.38M
|
+46,249
|
+73%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.13M
|
-$94.7K
|
-3,181
|
-3%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.08M
|
+$434K
|
+14,561
|
+17%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.06M
|
-$657K
|
-22,054
|
-18%
|
|
|
24
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$2.98M
|
+$14.9K
|
+500
|
+0.5%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.58M
|
-$401K
|
-13,463
|
-14%
|
|
