|
1
|
Equitable Holdings
New York
|
$190M
|
-$4.78M
|
-76,812
|
-2%
|
|
|
2
|
|
$80.3M
|
+$9.54M
|
+153,416
|
+13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$67.9M
|
+$405K
|
+6,509
|
+0.6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$44.8M
|
-$1.32M
|
-21,272
|
-3%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$42.3M
|
+$6.65K
|
+107
|
+0%
|
|
|
6
|
Clearstead Trust
Portland,
Maine
|
$36.6M
|
-$9.97M
|
-160,416
|
-21%
|
|
|
7
|
Clearstead Advisors
Cleveland,
Ohio
|
$36.6M
|
+$38.2M
|
+614,062
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
-$2.23M
|
-35,847
|
-6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.5M
|
+$1.45M
|
+23,336
|
+7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$22.1M
|
-$5.72M
|
-92,034
|
-20%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$21.4M
|
+$238K
|
+3,832
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$20.7M
|
-$350K
|
-5,633
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.9M
|
+$818K
|
+13,162
|
+5%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$12.2M
|
+$477K
|
+7,666
|
+4%
|
|
|
15
|
|
$12M
|
-$149K
|
-2,403
|
-1%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11M
|
+$4.72M
|
+75,842
|
+70%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.99M
|
+$4.38M
|
+70,423
|
+73%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$9.86M
|
-$1.66M
|
-26,651
|
-14%
|
|
|
19
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$9.39M
|
-$45.8K
|
-736
|
-0.5%
|
|
|
20
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$8.38M
|
-$287K
|
-4,612
|
-3%
|
|
|
21
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$7.16M
|
+$33.5K
|
+539
|
+0.5%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$6.59M
|
-$115K
|
-1,851
|
-2%
|
|
|
23
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$5.98M
|
-$23.4K
|
-376
|
-0.4%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.1M
|
-$3.76M
|
-60,428
|
-41%
|
|
|
25
|
DB Wealth Management Group
San Diego,
California
|
$4.94M
|
+$3.26M
|
+52,454
|
+173%
|
|
