|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$287M
|
-$3.59M
|
-50,505
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$213M
|
+$3.75M
|
+52,769
|
+2%
|
|
|
3
|
|
$204M
|
+$2.98M
|
+41,913
|
+2%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$160M
|
+$695K
|
+9,763
|
+0.4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$104M
|
-$2.28M
|
-31,984
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
-$9.05M
|
-127,176
|
-8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$94.1M
|
-$18M
|
-253,408
|
-16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$91.1M
|
-$933K
|
-13,110
|
-1%
|
|
|
9
|
Evercore Wealth Management
New York
|
$82.2M
|
+$583K
|
+8,198
|
+0.7%
|
|
|
10
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$57.2M
|
+$4.41M
|
+62,015
|
+9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.8M
|
-$1.01M
|
-14,197
|
-2%
|
|
|
12
|
Clearstead Advisors
Cleveland,
Ohio
|
$50.2M
|
+$49M
|
+688,113
|
+43,969%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$43.7M
|
+$11.9M
|
+167,390
|
+39%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.6M
|
+$1.47M
|
+20,728
|
+4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.2M
|
-$2.03M
|
-28,494
|
-5%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$41.8M
|
+$3.13M
|
+44,000
|
+8%
|
|
|
17
|
Waterway Wealth Management
The Woodlands,
Texas
|
$37.5M
|
-$10.3M
|
-144,942
|
-22%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$37M
|
+$2.81M
|
+39,486
|
+8%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.8M
|
+$110K
|
+1,552
|
+0.3%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$31.6M
|
-$2.12M
|
-29,821
|
-6%
|
|
|
21
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$29.8M
|
+$1.4M
|
+19,642
|
+5%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$27.6M
|
+$2.28M
|
+32,065
|
+9%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$25.1M
|
+$759K
|
+10,668
|
+3%
|
|
|
24
|
LRI Investments
Palm Beach Gardens,
Florida
|
$24.7M
|
-$29.2K
|
-410
|
-0.1%
|
|
|
25
|
|
$20M
|
-$801K
|
-11,263
|
-4%
|
|
