|
1
|
Bank of America
Charlotte,
North Carolina
|
$68.2M
|
+$1.79M
|
+37,179
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$41.9M
|
+$2.51M
|
+52,076
|
+7%
|
|
|
3
|
|
$38.6M
|
+$2.03M
|
+42,112
|
+6%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$22.1M
|
+$5.22M
|
+108,475
|
+32%
|
|
|
5
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$7.35M
|
+$64.4K
|
+1,339
|
+0.9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.39M
|
-$1.46M
|
-30,265
|
-19%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.33M
|
-$1.56M
|
-32,489
|
-20%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$6.1M
|
+$46.5K
|
+967
|
+0.8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5.55M
|
+$1.37M
|
+28,568
|
+34%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$4.94M
|
+$313K
|
+6,503
|
+7%
|
|
|
11
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.71M
|
-$30.5K
|
-634
|
-0.7%
|
|
|
12
|
American Alpha Advisors
New York
|
$4.69M
|
+$309K
|
+6,424
|
+7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.35M
|
+$573K
|
+11,899
|
+16%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$4.35M
|
+$17.7K
|
+368
|
+0.4%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.09M
|
+$303K
|
+6,306
|
+8%
|
|
|
16
|
Freedom Day Solutions
Houston,
Texas
|
$4.03M
|
+$3.95M
|
+82,014
|
New
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.98M
|
-$188K
|
-3,902
|
-5%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$3.83M
|
-$587K
|
-12,200
|
-14%
|
|
|
19
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$3.58M
|
-$357K
|
-7,424
|
-9%
|
|
|
20
|
Snowden Capital Advisors
New York
|
$3.56M
|
+$8.76K
|
+182
|
+0.3%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.32M
|
+$73.6K
|
+1,530
|
+2%
|
|
|
22
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$2.99M
|
+$10K
|
+208
|
+0.3%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.76M
|
+$2.5M
|
+52,008
|
+1,237%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.73M
|
+$1.55M
|
+32,170
|
+138%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.63M
|
+$669K
|
+13,903
|
+35%
|
|
