|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$18.9M
|
+$19M
|
+667,798
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
+$1.24M
|
+43,549
|
+8%
|
|
|
3
|
Concord Wealth Partners
Abingdon,
Virginia
|
$15.4M
|
+$15.5M
|
+542,448
|
New
|
|
|
4
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$15.2M
|
+$15.3M
|
+535,170
|
New
|
|
|
5
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$13.4M
|
-$357K
|
-12,529
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.57M
|
+$4.71M
|
+165,058
|
+96%
|
|
|
7
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$9.31M
|
+$9.29M
|
+325,881
|
New
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$8.65M
|
+$8.7M
|
+305,000
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.36M
|
+$577K
|
+20,218
|
+7%
|
|
|
10
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$5.85M
|
-$96.1K
|
-3,369
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.92M
|
+$3.62M
|
+126,951
|
+1,142%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.74M
|
+$170K
|
+5,967
|
+5%
|
|
|
13
|
Horizon Investments
Charlotte,
North Carolina
|
$3.44M
|
+$19.3K
|
+676
|
+0.6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.14M
|
+$2.33M
|
+81,603
|
+281%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$3.14M
|
+$3.16M
|
+110,624
|
New
|
|
|
16
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.85M
|
+$2.6M
|
+91,155
|
+981%
|
|
|
17
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$2.71M
|
+$125K
|
+4,374
|
+5%
|
|
|
18
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.65M
|
+$1.13M
|
+39,646
|
+74%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.6M
|
+$207K
|
+7,241
|
+9%
|
|
|
20
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.6M
|
+$207K
|
+7,241
|
+9%
|
|
|
21
|
Ocean Park Asset Management
Santa Monica,
California
|
$2.55M
|
+$2.56M
|
+89,800
|
New
|
|
|
22
|
SK Wealth Management
Providence,
Rhode Island
|
$2.33M
|
+$425K
|
+14,884
|
+22%
|
|
|
23
|
Equitable Holdings
New York
|
$2.32M
|
-$31.3K
|
-1,097
|
-1%
|
|
|
24
|
Auour Investments
Woburn,
Massachusetts
|
$2.19M
|
-$18.2K
|
-639
|
-0.8%
|
|
|
25
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.16M
|
-$193K
|
-6,766
|
-8%
|
|
