|
1
|
Equitable Holdings
New York
|
$213M
|
-$26.2M
|
-363,800
|
-11%
|
|
|
2
|
|
$105M
|
-$99.8M
|
-1,384,838
|
-50%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$95.3M
|
+$14.8M
|
+205,703
|
+19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$54.1M
|
-$1.21M
|
-16,753
|
-2%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$49.7M
|
+$1.35M
|
+18,728
|
+3%
|
|
|
6
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$47M
|
+$65.7M
|
+911,743
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$43.3M
|
-$1.64M
|
-22,791
|
-4%
|
|
|
8
|
Clearstead Trust
Portland,
Maine
|
$38.2M
|
-$226K
|
-3,133
|
-0.6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.3M
|
+$484K
|
+6,723
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$29.5M
|
+$7.78K
|
+108
|
+0%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$27.3M
|
-$884K
|
-12,271
|
-3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$24M
|
-$2.3M
|
-31,980
|
-9%
|
|
|
13
|
|
$20.3M
|
+$6.92K
|
+96
|
+0%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$17.9M
|
+$716K
|
+9,943
|
+4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.2M
|
-$395K
|
-5,481
|
-2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.3M
|
+$5.55M
|
+76,984
|
+69%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$1.22M
|
+17,000
|
+11%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.5M
|
+$7.07M
|
+98,151
|
+145%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$11.8M
|
-$457K
|
-6,344
|
-4%
|
|
|
20
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$11.7M
|
-$115K
|
-1,601
|
-1%
|
|
|
21
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$10.6M
|
+$1.16M
|
+16,163
|
+13%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$9.03M
|
-$18.4K
|
-256
|
-0.2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.93M
|
+$560K
|
+7,776
|
+7%
|
|
|
24
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$8.82M
|
+$195K
|
+2,705
|
+2%
|
|
|
25
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$8.53M
|
-$1.58M
|
-21,986
|
-16%
|
|
