|
1
|
Carlson Capital Management
Northfield,
Minnesota
|
$43.2M
|
+$6.27M
|
+238,074
|
+18%
|
|
|
2
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$30.9M
|
+$29.9M
|
+1,133,915
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
+$6M
|
+227,648
|
+44%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
+$397K
|
+15,074
|
+3%
|
|
|
5
|
IAM Advisory
Easton,
Pennsylvania
|
$9.34M
|
-$47.3K
|
-1,794
|
-0.5%
|
|
|
6
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$6.78M
|
+$6.55M
|
+248,644
|
New
|
|
|
7
|
Pacer Advisors
Malvern,
Pennsylvania
|
$6.39M
|
+$2.03M
|
+77,050
|
+49%
|
|
|
8
|
One Plus One Wealth Management
Jupiter,
Florida
|
$6.38M
|
+$5.65M
|
+214,351
|
+1,074%
|
|
|
9
|
|
$5.87M
|
+$4.55M
|
+172,807
|
+406%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.5M
|
+$656K
|
+24,898
|
+14%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$5.02M
|
+$4.85M
|
+184,148
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$4.64M
|
-$38.1K
|
-1,445
|
-0.8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.19M
|
+$3.15M
|
+119,749
|
+351%
|
|
|
14
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4.1M
|
-$150K
|
-5,702
|
-4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.31M
|
+$873K
|
+33,123
|
+37%
|
|
|
16
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$2.29M
|
+$2.21M
|
+83,912
|
New
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.89M
|
+$20.2K
|
+767
|
+1%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$1.81M
|
-$69.5K
|
-2,639
|
-4%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.66M
|
+$349K
|
+13,238
|
+28%
|
|
|
20
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.64M
|
+$601K
|
+22,803
|
+61%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$1.52M
|
+$748K
|
+28,403
|
+104%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.33M
|
-$2.17M
|
-82,415
|
-24%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$1.26M
|
+$51.2K
|
+1,944
|
+4%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$1.23M
|
+$114K
|
+4,327
|
+11%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.06M
|
+$61.5K
|
+2,336
|
+6%
|
|
