|
1
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$1.43M
|
+28,637
|
+5%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17M
|
+$467K
|
+9,314
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$1.34M
|
+26,702
|
+13%
|
|
|
4
|
|
$10.8M
|
+$1.71M
|
+34,210
|
+19%
|
|
|
5
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$6.99M
|
+$1.02M
|
+20,273
|
+17%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.04M
|
+$1.34M
|
+26,794
|
+29%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.87M
|
+$2.2M
|
+43,997
|
+61%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.79M
|
+$1.06M
|
+21,200
|
+23%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.89M
|
+$786K
|
+15,702
|
+19%
|
|
|
10
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.97M
|
+$90.1K
|
+1,798
|
+2%
|
|
|
11
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$3.03M
|
+$219K
|
+4,375
|
+8%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$3M
|
-$220K
|
-4,387
|
-7%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.96M
|
+$2.69M
|
+53,706
|
+1,069%
|
|
|
14
|
|
$2.68M
|
+$966K
|
+19,292
|
+57%
|
|
|
15
|
Beaumont Capital Management
Boston,
Massachusetts
|
$2.52M
|
+$110K
|
+2,188
|
+5%
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.01M
|
-$190K
|
-3,802
|
-9%
|
|
|
17
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.81M
|
+$27.1K
|
+542
|
+2%
|
|
|
18
|
Islay Capital Management
Lubbock,
Texas
|
$1.74M
|
-$292K
|
-5,828
|
-14%
|
|
|
19
|
Flow Traders U.S.
New York
|
$1.49M
|
+$1.48M
|
+29,612
|
New
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.41M
|
+$1.4M
|
+27,887
|
New
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.4M
|
-$107K
|
-2,130
|
-7%
|
|
|
22
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.38M
|
+$121K
|
+2,421
|
+10%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.18M
|
+$119K
|
+2,367
|
+11%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$982K
|
+$976K
|
+19,477
|
New
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$980K
|
-$33.5K
|
-669
|
-3%
|
|
