|
1
|
UBS Group
Zurich,
Switzerland
|
$28.3M
|
+$3.75M
|
+75,129
|
+15%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.4M
|
+$591K
|
+11,834
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
+$1.56M
|
+31,349
|
+18%
|
|
|
4
|
|
$9.01M
|
+$1.1M
|
+21,952
|
+14%
|
|
|
5
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$5.93M
|
+$5.91M
|
+118,305
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.7M
|
+$720K
|
+14,416
|
+18%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.66M
|
-$611K
|
-12,247
|
-12%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.07M
|
+$315K
|
+6,307
|
+8%
|
|
|
9
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.85M
|
-$9.48K
|
-190
|
-0.2%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.63M
|
+$290K
|
+5,809
|
+9%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$3.2M
|
+$3.19M
|
+63,911
|
New
|
|
|
12
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$2.79M
|
+$273K
|
+5,464
|
+11%
|
|
|
13
|
Beaumont Capital Management
Boston,
Massachusetts
|
$2.4M
|
+$2.39M
|
+47,839
|
New
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.19M
|
-$25.2K
|
-504
|
-1%
|
|
|
15
|
Islay Capital Management
Lubbock,
Texas
|
$2.02M
|
+$1.57M
|
+31,483
|
+355%
|
|
|
16
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.77M
|
+$27.1K
|
+543
|
+2%
|
|
|
17
|
|
$1.7M
|
+$1.29M
|
+25,798
|
+315%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.5M
|
-$504K
|
-10,095
|
-25%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
-$764K
|
-15,305
|
-38%
|
|
|
20
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.25M
|
-$58.4K
|
-1,169
|
-4%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$1.16M
|
+$97.8K
|
+1,959
|
+9%
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.06M
|
+$1.05M
|
+21,079
|
New
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.01M
|
-$82.6K
|
-1,654
|
-8%
|
|
|
24
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$862K
|
+$859K
|
+17,212
|
New
|
|
|
25
|
Cahill Financial Advisors
Edina,
Minnesota
|
$826K
|
+$823K
|
+16,496
|
New
|
|
