|
1
|
Bank of America
Charlotte,
North Carolina
|
$141M
|
+$262K
|
+2,865
|
+0.2%
|
|
|
2
|
|
$116M
|
+$2.19M
|
+24,017
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$85.5M
|
+$1.47M
|
+16,051
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$34.5M
|
-$272K
|
-2,982
|
-0.8%
|
|
|
5
|
626 Financial
Portage,
Michigan
|
$28.5M
|
+$994K
|
+10,889
|
+4%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$26.2M
|
+$685K
|
+7,508
|
+3%
|
|
|
7
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$24.9M
|
-$198K
|
-2,170
|
-0.8%
|
|
|
8
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$22.4M
|
-$401K
|
-4,395
|
-2%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$18.9M
|
-$1.97M
|
-21,536
|
-10%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$18.8M
|
-$3.08M
|
-33,714
|
-14%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$15.1M
|
-$1.68M
|
-18,376
|
-10%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.6M
|
+$210K
|
+2,300
|
+2%
|
|
|
13
|
Savvy Advisors Inc
New York
|
$13.1M
|
+$12.9M
|
+141,011
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
-$504K
|
-5,518
|
-4%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11.8M
|
+$711K
|
+7,785
|
+7%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
+$4.3M
|
+47,088
|
+61%
|
|
|
17
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$10.9M
|
+$1.56M
|
+17,048
|
+17%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.97M
|
+$393K
|
+4,306
|
+4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$8.91M
|
-$4.93K
|
-54
|
-0.1%
|
|
|
20
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$7.74M
|
-$77.3K
|
-847
|
-1%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.42M
|
+$6.83M
|
+74,774
|
+1,551%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.18M
|
+$457K
|
+5,007
|
+7%
|
|
|
23
|
|
$7.09M
|
+$328K
|
+3,588
|
+5%
|
|
|
24
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.71M
|
–
|
–
|
–
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$6.06M
|
-$7.53M
|
-82,425
|
-56%
|
|
