|
1
|
Wealthspire Advisors (New York)
New York
|
$37M
|
+$40.7M
|
+1,069,644
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
-$4.29M
|
-112,820
|
-20%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$13M
|
+$7.02M
|
+184,741
|
+97%
|
|
|
4
|
|
$11.6M
|
+$4.38M
|
+115,340
|
+53%
|
|
|
5
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.21M
|
+$640K
|
+16,850
|
+12%
|
|
|
6
|
Evanson Asset Management
Carmel,
California
|
$3.99M
|
+$81.4K
|
+2,142
|
+2%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.99M
|
+$900K
|
+23,678
|
+38%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74M
|
+$461K
|
+12,128
|
+18%
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.58M
|
+$335K
|
+8,810
|
+13%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.27M
|
+$225K
|
+5,933
|
+10%
|
|
|
11
|
Flow Traders U.S.
New York
|
$2.07M
|
+$2.28M
|
+59,958
|
New
|
|
|
12
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.96M
|
+$467K
|
+12,297
|
+28%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.88M
|
+$46.6K
|
+1,226
|
+2%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$1.85M
|
+$78.3K
|
+2,059
|
+4%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$1.75M
|
-$280K
|
-7,370
|
-13%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.71M
|
-$166K
|
-4,360
|
-8%
|
|
|
17
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.57M
|
–
|
–
|
–
|
|
|
18
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.36M
|
-$4.37K
|
-115
|
-0.3%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.3M
|
+$312K
|
+8,202
|
+28%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.3M
|
+$1.43M
|
+37,545
|
New
|
|
|
21
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.23M
|
-$239K
|
-6,289
|
-14%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.08M
|
+$42.5K
|
+1,117
|
+4%
|
|
|
23
|
Farmers National Bank
Danville,
Kentucky
|
$1.06M
|
+$62.3K
|
+1,638
|
+6%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$1.05M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.02M
|
-$65.1K
|
-1,713
|
-6%
|
|
