|
1
|
Bank of America
Charlotte,
North Carolina
|
$60M
|
+$178K
|
+4,797
|
+0.3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$24.8M
|
-$1.54M
|
-41,329
|
-6%
|
|
|
3
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$22.1M
|
+$353K
|
+9,481
|
+2%
|
|
|
4
|
|
$14.1M
|
+$2.26M
|
+60,782
|
+18%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
+$972K
|
+26,139
|
+7%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.14M
|
+$1.72M
|
+46,308
|
+22%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$7.91M
|
-$24.7M
|
-663,376
|
-75%
|
|
|
8
|
|
$6.98M
|
-$6.3M
|
-169,276
|
-47%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$5.52M
|
+$1.53M
|
+41,057
|
+37%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.48M
|
+$31.6K
|
+849
|
+0.6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.34M
|
-$321K
|
-8,636
|
-6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.29M
|
+$73.6K
|
+1,979
|
+1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.01M
|
+$154K
|
+4,143
|
+4%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$4M
|
-$283K
|
-7,622
|
-6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$3.62M
|
-$16.2M
|
-434,410
|
-81%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.6M
|
+$230K
|
+6,191
|
+7%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$2.97M
|
+$38.3K
|
+1,029
|
+1%
|
|
|
18
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.78M
|
+$310K
|
+8,328
|
+12%
|
|
|
19
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.77M
|
+$115K
|
+3,095
|
+4%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$2.47M
|
-$481K
|
-12,922
|
-16%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$2.41M
|
-$815K
|
-21,902
|
-25%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$2.39M
|
+$343K
|
+9,229
|
+16%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.35M
|
+$66.9K
|
+1,798
|
+3%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.27M
|
+$140K
|
+3,756
|
+6%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$2M
|
+$73.1K
|
+1,966
|
+4%
|
|
