|
1
|
Carlson Capital Management
Northfield,
Minnesota
|
$31.2M
|
+$3.34M
|
+126,202
|
+10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
+$900K
|
+33,997
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$12.3M
|
+465,870
|
+111,452%
|
|
|
4
|
IAM Advisory
Easton,
Pennsylvania
|
$7.96M
|
+$343K
|
+12,949
|
+4%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.96M
|
+$695K
|
+26,252
|
+8%
|
|
|
6
|
ACG Wealth
Atlanta,
Georgia
|
$4.38M
|
+$275K
|
+10,372
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.09M
|
+$1.04M
|
+39,473
|
+29%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$3.96M
|
-$49.9K
|
-1,885
|
-1%
|
|
|
9
|
Pacer Advisors
Malvern,
Pennsylvania
|
$3.64M
|
+$2.66M
|
+100,342
|
+175%
|
|
|
10
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.6M
|
+$697K
|
+26,312
|
+20%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.04M
|
+$1.14M
|
+42,992
|
+95%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$1.6M
|
+$1.3M
|
+49,252
|
+247%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.58M
|
+$222K
|
+8,395
|
+14%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.11M
|
+$117K
|
+4,414
|
+10%
|
|
|
15
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.09M
|
+$29.1K
|
+1,098
|
+2%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$1.02M
|
-$5.4K
|
-204
|
-0.5%
|
|
|
17
|
|
$984K
|
-$476K
|
-17,985
|
-30%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$939K
|
+$110K
|
+4,173
|
+11%
|
|
|
19
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$923K
|
+$94.6K
|
+3,575
|
+10%
|
|
|
20
|
Personal CFO Solutions
Chester,
New Jersey
|
$866K
|
+$992K
|
+37,479
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$847K
|
-$447K
|
-16,883
|
-32%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$789K
|
+$670K
|
+25,300
|
+286%
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$765K
|
-$32.1K
|
-1,212
|
-4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$635K
|
+$14.3K
|
+542
|
+2%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$632K
|
+$13.6K
|
+513
|
+2%
|
|
