|
1
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$809K
|
-10,382
|
-0.5%
|
|
|
2
|
|
$94M
|
+$3.85M
|
+49,464
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$53.3M
|
+$3.55M
|
+45,555
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$28.4M
|
+$1.21M
|
+15,537
|
+4%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.2M
|
+$1.23M
|
+15,796
|
+5%
|
|
|
6
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$23.1M
|
+$3.87M
|
+49,621
|
+18%
|
|
|
7
|
626 Financial
Portage,
Michigan
|
$23M
|
+$399K
|
+5,115
|
+2%
|
|
|
8
|
Essential Planning
Portsmouth,
New Hampshire
|
$22.7M
|
+$22.4M
|
+287,021
|
+6,401%
|
|
|
9
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$21.3M
|
+$5.53K
|
+71
|
+0%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$14.9M
|
-$1.46M
|
-18,715
|
-9%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$14.4M
|
+$14.8M
|
+189,844
|
New
|
|
|
12
|
Bank of New York Mellon
New York
|
$13.3M
|
+$5.89M
|
+75,599
|
+76%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$1.29M
|
+16,495
|
+13%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.8M
|
+$6.29M
|
+80,785
|
+131%
|
|
|
15
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$9.15M
|
+$205K
|
+2,632
|
+2%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$7.95M
|
+$672K
|
+8,622
|
+9%
|
|
|
17
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$6.91M
|
-$340K
|
-4,367
|
-5%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$6.9M
|
-$297K
|
-3,812
|
-4%
|
|
|
19
|
|
$5.5M
|
+$280K
|
+3,590
|
+5%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.47M
|
+$736K
|
+9,447
|
+15%
|
|
|
21
|
Envision Financial
Brookfield,
Wisconsin
|
$5.25M
|
+$5.39M
|
+69,165
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.8M
|
-$518K
|
-6,646
|
-10%
|
|
|
23
|
FFG Retirement Advisors
Centennial,
Colorado
|
$4.63M
|
-$83.2K
|
-1,068
|
-2%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.43M
|
-$19.9K
|
-256
|
-0.4%
|
|
|
25
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.42M
|
+$4.54M
|
+58,293
|
New
|
|
