|
1
|
Bank of America
Charlotte,
North Carolina
|
$121M
|
+$3.64M
|
+58,205
|
+3%
|
|
|
2
|
|
$59.8M
|
+$4.09M
|
+65,546
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$32.4M
|
+$3.66M
|
+58,551
|
+12%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$23.5M
|
-$649K
|
-10,382
|
-3%
|
|
|
5
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$20.4M
|
+$47.4K
|
+759
|
+0.2%
|
|
|
6
|
626 Financial
Portage,
Michigan
|
$18.9M
|
-$88.6K
|
-1,418
|
-0.4%
|
|
|
7
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$18.5M
|
-$734K
|
-11,747
|
-4%
|
|
|
8
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$17M
|
-$56.9K
|
-910
|
-0.3%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$13.6M
|
-$82.9K
|
-1,327
|
-0.6%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$12.7M
|
+$10.7M
|
+171,458
|
+433%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$7.94M
|
+$197K
|
+3,159
|
+2%
|
|
|
12
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$6.9M
|
+$348K
|
+5,576
|
+5%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$6.45M
|
+$319K
|
+5,108
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.96M
|
-$119K
|
-1,901
|
-2%
|
|
|
15
|
FFG Retirement Advisors
Centennial,
Colorado
|
$5.81M
|
-$19.7K
|
-316
|
-0.3%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$3.77M
|
+$44.5K
|
+713
|
+1%
|
|
|
17
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.74M
|
+$3.89M
|
+62,211
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.64M
|
-$8.62K
|
-138
|
-0.2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.54M
|
-$131K
|
-2,096
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.53M
|
+$1.03M
|
+16,535
|
+39%
|
|
|
21
|
|
$3.45M
|
-$70K
|
-1,121
|
-2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.31M
|
-$13.3K
|
-213
|
-0.4%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$2.86M
|
+$11.7K
|
+188
|
+0.4%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.56M
|
-$17.8K
|
-285
|
-0.7%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.41M
|
-$8.68K
|
-139
|
-0.3%
|
|
