|
1
|
Bank of America
Charlotte,
North Carolina
|
$155M
|
-$591K
|
-8,026
|
-0.4%
|
|
|
2
|
|
$91.2M
|
+$5.12M
|
+69,551
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$50.4M
|
+$1.06M
|
+14,336
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$27.6M
|
-$129K
|
-1,750
|
-0.5%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.2M
|
+$521K
|
+7,080
|
+2%
|
|
|
6
|
626 Financial
Portage,
Michigan
|
$22.9M
|
-$272K
|
-3,696
|
-1%
|
|
|
7
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$21.5M
|
-$1.12M
|
-15,234
|
-5%
|
|
|
8
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$21.3M
|
+$1.62K
|
+22
|
+0%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$16.5M
|
-$103K
|
-1,400
|
-0.6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13M
|
+$970K
|
+13,182
|
+8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
-$229K
|
-3,111
|
-2%
|
|
|
12
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$9.04M
|
+$158K
|
+2,146
|
+2%
|
|
|
13
|
Bank of New York Mellon
New York
|
$7.61M
|
+$4.96M
|
+67,458
|
+213%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$7.38M
|
-$301K
|
-4,096
|
-4%
|
|
|
15
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$7.32M
|
+$30.2K
|
+411
|
+0.4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.27M
|
-$152K
|
-2,065
|
-2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.36M
|
+$354K
|
+4,809
|
+7%
|
|
|
18
|
|
$5.29M
|
+$554K
|
+7,528
|
+12%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.8M
|
+$2.12M
|
+28,800
|
+85%
|
|
|
20
|
FFG Retirement Advisors
Centennial,
Colorado
|
$4.76M
|
-$88.1K
|
-1,197
|
-2%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.75M
|
+$3.7M
|
+50,209
|
+430%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.5M
|
-$15.8K
|
-214
|
-0.4%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.36M
|
-$66.5K
|
-904
|
-2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.22M
|
-$41.1K
|
-559
|
-1%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$3.73M
|
+$86.3K
|
+1,173
|
+2%
|
|
