|
1
|
|
$22.3M
|
+$140K
|
+3,309
|
+0.7%
|
|
|
2
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$10.5M
|
-$139K
|
-3,280
|
-1%
|
|
|
3
|
|
$10.4M
|
+$884K
|
+20,853
|
+10%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$4.81M
|
-$173K
|
-4,085
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.52M
|
+$3.67M
|
+86,634
|
+629%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.52M
|
+$25.2K
|
+594
|
+1%
|
|
|
7
|
Private Wealth Partners
Mill Valley,
California
|
$957K
|
+$901K
|
+21,250
|
New
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$645K
|
+$117K
|
+2,759
|
+24%
|
|
|
9
|
|
$392K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$332K
|
+$24.6K
|
+580
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$328K
|
-$18.5K
|
-437
|
-6%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$245K
|
+$216K
|
+5,094
|
+1,455%
|
|
|
13
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$245K
|
-$2.08K
|
-49
|
-0.9%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$207K
|
+$195K
|
+4,596
|
New
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$193K
|
-$3.09K
|
-73
|
-2%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$99.1K
|
+$24.4K
|
+575
|
+33%
|
|
|
17
|
Huntington National Bank
Columbus,
Ohio
|
$77.5K
|
–
|
–
|
–
|
|
|
18
|
International Assets Investment Management
Orlando,
Florida
|
$75.2K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73K
|
-$135K
|
-3,195
|
-66%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$21.3K
|
+$20.1K
|
+474
|
New
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$17K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$12.3K
|
-336
|
Closed
|
|
