|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$219M
|
-$4.11M
|
-84,582
|
-2%
|
|
|
2
|
|
$132M
|
-$3.6M
|
-74,078
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$100M
|
-$2.4M
|
-49,452
|
-2%
|
|
|
4
|
GW & Wade
Wellesley,
Massachusetts
|
$67.4M
|
-$1.68M
|
-34,534
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$55.8M
|
+$18.5M
|
+380,474
|
+49%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$53M
|
+$1.3M
|
+26,808
|
+3%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$49.6M
|
+$7.37M
|
+151,726
|
+17%
|
|
|
8
|
Evercore Wealth Management
New York
|
$43.6M
|
-$758K
|
-15,614
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$43.3M
|
+$2.97M
|
+61,148
|
+7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$36.2M
|
+$2.79M
|
+57,348
|
+8%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$33.8M
|
-$1.18M
|
-24,228
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.6M
|
+$298K
|
+6,132
|
+1%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$25.2M
|
+$306K
|
+6,294
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$22M
|
+$2.83M
|
+58,176
|
+15%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18M
|
-$2.02M
|
-41,540
|
-10%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$18M
|
+$843K
|
+17,366
|
+5%
|
|
|
17
|
|
$17M
|
-$2.71M
|
-55,760
|
-14%
|
|
|
18
|
M Holdings Securities
Portland,
Oregon
|
$15.8M
|
+$983K
|
+20,246
|
+7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
+$2.33M
|
+47,954
|
+25%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.4M
|
-$1.4M
|
-28,890
|
-11%
|
|
|
21
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$11.2M
|
+$1.48M
|
+30,498
|
+15%
|
|
|
22
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$10.8M
|
-$432K
|
-8,896
|
-4%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$10.5M
|
-$297K
|
-6,106
|
-3%
|
|
|
24
|
|
$9.13M
|
+$1.38M
|
+28,514
|
+18%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$9.05M
|
+$3.45M
|
+70,980
|
+61%
|
|
