|
1
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$7.76M
|
+128,136
|
+7%
|
|
|
2
|
|
$57.7M
|
-$3.76M
|
-62,031
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$29.8M
|
-$2.07M
|
-34,159
|
-7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
-$1.32M
|
-21,777
|
-5%
|
|
|
5
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$21M
|
-$11.8M
|
-195,237
|
-37%
|
|
|
6
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$19.9M
|
+$161K
|
+2,659
|
+0.8%
|
|
|
7
|
626 Financial
Portage,
Michigan
|
$19.6M
|
+$351K
|
+5,804
|
+2%
|
|
|
8
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$17.6M
|
-$11.8M
|
-194,666
|
-41%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$14.1M
|
+$191K
|
+3,156
|
+1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$8M
|
-$2.38M
|
-39,367
|
-23%
|
|
|
11
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$6.78M
|
+$355K
|
+5,858
|
+6%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$6.34M
|
+$118K
|
+1,956
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$6.26M
|
+$44.6K
|
+737
|
+0.7%
|
|
|
14
|
FFG Retirement Advisors
Centennial,
Colorado
|
$6.02M
|
+$15.7K
|
+259
|
+0.3%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$5.63M
|
+$5.49M
|
+90,685
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.13M
|
+$2.58M
|
+42,554
|
+178%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$3.89M
|
-$6.66K
|
-110
|
-0.2%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$3.85M
|
+$318K
|
+5,253
|
+9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.78M
|
+$1.05M
|
+17,317
|
+40%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.77M
|
+$392K
|
+6,481
|
+12%
|
|
|
21
|
|
$3.63M
|
+$547K
|
+9,027
|
+18%
|
|
|
22
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$3.62M
|
-$1.07M
|
-17,742
|
-23%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.42M
|
+$200K
|
+3,305
|
+6%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$2.94M
|
+$38K
|
+628
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.66M
|
-$20K
|
-330
|
-0.8%
|
|
