|
1
|
Equitable Holdings
New York
|
$189M
|
-$1.37M
|
-26,200
|
-0.8%
|
|
|
2
|
|
$68.3M
|
-$1.18M
|
-22,542
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$60.5M
|
-$4.52M
|
-86,320
|
-7%
|
|
|
4
|
Clearstead Trust
Portland,
Maine
|
$45.5M
|
-$105K
|
-2,000
|
-0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$43.7M
|
-$2.5M
|
-47,700
|
-6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$42.5M
|
-$2.51M
|
-48,007
|
-6%
|
|
|
7
|
FAS Wealth Partners
Leawood,
Kansas
|
$38.4M
|
+$116K
|
+2,208
|
+0.3%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$19.7M
|
+$1.45M
|
+27,764
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
+$19.9K
|
+380
|
+0.1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$18.8M
|
-$2.61M
|
-49,898
|
-13%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.6M
|
-$1.11M
|
-21,281
|
-7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$1.27M
|
+24,216
|
+10%
|
|
|
13
|
|
$10.8M
|
-$721K
|
-13,769
|
-7%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$10.4M
|
+$691K
|
+13,190
|
+8%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$9.57M
|
+$61.5K
|
+1,174
|
+0.7%
|
|
|
16
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$8.89M
|
-$416K
|
-7,935
|
-5%
|
|
|
17
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$8.11M
|
+$112K
|
+2,145
|
+1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.88M
|
+$3.64M
|
+69,480
|
+95%
|
|
|
19
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$6.5M
|
+$6.15M
|
+117,365
|
New
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$6.49M
|
+$1.4M
|
+26,758
|
+30%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.33M
|
-$1.29M
|
-24,551
|
-18%
|
|
|
22
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$5.58M
|
-$176K
|
-3,358
|
-3%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.89M
|
-$10.5M
|
-199,562
|
-69%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.26M
|
-$463K
|
-8,841
|
-10%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$4.25M
|
+$4.02M
|
+76,712
|
New
|
|
