|
1
|
Wealthspire Advisors (New York)
New York
|
$30.4M
|
-$2.21M
|
-65,646
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
+$2.22M
|
+65,966
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$1.36M
|
+40,367
|
+11%
|
|
|
4
|
|
$7.77M
|
-$2.62M
|
-77,870
|
-23%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$5.48M
|
+$6.1M
|
+180,943
|
New
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.23M
|
+$3.31M
|
+98,127
|
+132%
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.54M
|
-$1.19M
|
-35,408
|
-23%
|
|
|
8
|
Evanson Asset Management
Carmel,
California
|
$3.48M
|
-$23.3K
|
-691
|
-0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.86M
|
+$502K
|
+14,888
|
+19%
|
|
|
10
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.24M
|
+$2.09M
|
+62,080
|
New
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.97M
|
-$724K
|
-21,490
|
-25%
|
|
|
12
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.86M
|
+$166K
|
+4,931
|
+9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.83M
|
-$172K
|
-5,103
|
-8%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$1.7M
|
+$90.4K
|
+2,683
|
+5%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.67M
|
+$20.1K
|
+598
|
+1%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$1.61M
|
+$75.1K
|
+2,230
|
+4%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.36M
|
+$245K
|
+7,274
|
+19%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.32M
|
+$200K
|
+5,934
|
+16%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.28M
|
-$239K
|
-7,105
|
-14%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
+$814K
|
+24,157
|
+154%
|
|
|
21
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.18M
|
-$223K
|
-6,634
|
-15%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$994K
|
+$745K
|
+22,104
|
+207%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$981K
|
+$35.5K
|
+1,053
|
+3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$943K
|
+$58.1K
|
+1,724
|
+6%
|
|
|
25
|
Linscomb Wealth
Houston,
Texas
|
$919K
|
–
|
–
|
–
|
|
