|
1
|
Equitable Holdings
New York
|
$211M
|
-$13.3M
|
-150,056
|
-5%
|
|
|
2
|
|
$118M
|
+$1.07M
|
+12,081
|
+0.8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$115M
|
+$256K
|
+2,888
|
+0.2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$53.1M
|
-$1.95M
|
-22,039
|
-3%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$47.4M
|
-$633K
|
-7,140
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$43.9M
|
-$1.46M
|
-16,449
|
-3%
|
|
|
7
|
Clearstead Trust
Portland,
Maine
|
$41M
|
+$2.09M
|
+23,566
|
+5%
|
|
|
8
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$37.2M
|
+$40.7M
|
+459,243
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.5M
|
+$517K
|
+5,835
|
+1%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$30.3M
|
-$283K
|
-3,198
|
-0.8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$27.8M
|
-$1.24M
|
-13,971
|
-4%
|
|
|
12
|
|
$26.1M
|
+$893K
|
+10,080
|
+3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$25M
|
+$217K
|
+2,444
|
+0.8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$24.5M
|
-$962K
|
-10,854
|
-3%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$22.3M
|
-$101K
|
-1,135
|
-0.4%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$20.3M
|
+$11.6M
|
+130,622
|
+109%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$13M
|
+$4.72M
|
+53,249
|
+50%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$12.1M
|
-$133K
|
-1,500
|
-1%
|
|
|
19
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$12M
|
+$39.3K
|
+443
|
+0.3%
|
|
|
20
|
LongView Wealth Management
Atlanta,
Georgia
|
$11.9M
|
+$408K
|
+4,603
|
+3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$10M
|
-$1.48M
|
-16,665
|
-12%
|
|
|
22
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$9.74M
|
-$32.4K
|
-366
|
-0.3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.46M
|
-$11.9M
|
-134,176
|
-56%
|
|
|
24
|
Congress Wealth Management
Boston,
Massachusetts
|
$8.2M
|
+$8.96M
|
+101,111
|
New
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.94M
|
+$86.9K
|
+981
|
+1%
|
|
