|
1
|
Equitable Holdings
New York
|
$236M
|
-$14.9M
|
-171,673
|
-7%
|
|
|
2
|
|
$141M
|
-$29.2K
|
-336
|
-0%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$130M
|
-$6.71M
|
-77,271
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$62.3M
|
-$1.13M
|
-13,035
|
-2%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$58M
|
+$1.15M
|
+13,236
|
+2%
|
|
|
6
|
Clearstead Trust
Portland,
Maine
|
$47.8M
|
-$1.13M
|
-13,007
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$45.8M
|
-$5.96M
|
-68,592
|
-13%
|
|
|
8
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$44.7M
|
+$159K
|
+1,830
|
+0.4%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$37.1M
|
+$755K
|
+8,698
|
+2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36M
|
-$4.72M
|
-54,394
|
-13%
|
|
|
11
|
B&D White Capital Company
Lakeway,
Texas
|
$33.8M
|
+$30.3M
|
+348,695
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$33.7M
|
+$389K
|
+4,477
|
+1%
|
|
|
13
|
|
$29.8M
|
-$1.25M
|
-14,425
|
-4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.5M
|
+$17.4M
|
+199,835
|
+191%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$29.3M
|
-$11.2K
|
-129
|
-0%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$27M
|
+$236K
|
+2,715
|
+1%
|
|
|
17
|
GM Advisory Group
Melville,
New York
|
$23.9M
|
+$13.8M
|
+159,159
|
+182%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$23.5M
|
-$5.7M
|
-65,645
|
-21%
|
|
|
19
|
Goodman Advisory Group
Needham,
Massachusetts
|
$17.9M
|
+$16.1M
|
+184,981
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$16.2M
|
+$1.55M
|
+17,885
|
+12%
|
|
|
21
|
LongView Wealth Management
Atlanta,
Georgia
|
$14.6M
|
+$252K
|
+2,898
|
+2%
|
|
|
22
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$14.3M
|
-$58.2K
|
-670
|
-0.5%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$11.5M
|
-$11.4M
|
-131,356
|
-52%
|
|
|
24
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$11.1M
|
-$4.04M
|
-46,522
|
-29%
|
|
|
25
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$10.8M
|
-$736K
|
-8,478
|
-7%
|
|
