|
1
|
LPL Financial
San Diego,
California
|
$147M
|
-$3.86M
|
-34,545
|
-3%
|
|
|
2
|
|
$130M
|
+$2.19M
|
+19,566
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$120M
|
+$47.4M
|
+424,099
|
+71%
|
|
|
4
|
Clearstead Trust
Portland,
Maine
|
$85.9M
|
+$19.7M
|
+176,170
|
+32%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$84.8M
|
+$3.63M
|
+32,471
|
+5%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$81.3M
|
+$11.1M
|
+99,027
|
+17%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$78.9M
|
+$37.1M
|
+332,052
|
+97%
|
|
|
8
|
FAS Wealth Partners
Leawood,
Kansas
|
$73M
|
+$3.43M
|
+30,664
|
+5%
|
|
|
9
|
B&D White Capital Company
Lakeway,
Texas
|
$55.2M
|
+$13.9M
|
+123,996
|
+36%
|
|
|
10
|
|
$52.3M
|
+$3.31M
|
+29,573
|
+7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$48.6M
|
-$4.03M
|
-36,012
|
-8%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$46.3M
|
+$43.7M
|
+390,660
|
+8,432%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$43.6M
|
+$2.07M
|
+18,508
|
+5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.6M
|
+$169K
|
+1,508
|
+0.5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.2M
|
+$4.71M
|
+42,167
|
+17%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$33.7M
|
+$5.17M
|
+46,206
|
+19%
|
|
|
17
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$32.7M
|
+$938K
|
+8,386
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$24.4M
|
-$840K
|
-7,511
|
-3%
|
|
|
19
|
Goodman Advisory Group
Needham,
Massachusetts
|
$20.1M
|
+$19.1M
|
+171,143
|
+27,648%
|
|
|
20
|
Park Avenue Securities
New York
|
$20M
|
+$7.27M
|
+64,987
|
+61%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.2M
|
+$953K
|
+8,524
|
+5%
|
|
|
22
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$16.6M
|
-$116K
|
-1,037
|
-0.7%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$15.6M
|
-$310K
|
-2,776
|
-2%
|
|
|
24
|
LongView Wealth Management
Atlanta,
Georgia
|
$15M
|
-$843K
|
-7,540
|
-6%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$15M
|
+$48.5K
|
+434
|
+0.3%
|
|
