|
1
|
LPL Financial
San Diego,
California
|
$123M
|
-$9.02M
|
-88,760
|
-6%
|
|
|
2
|
|
$104M
|
-$2.24M
|
-22,077
|
-2%
|
|
|
3
|
Equitable Holdings
New York
|
$103M
|
-$136M
|
-1,336,234
|
-57%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$66.1M
|
-$2.6M
|
-25,612
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.1M
|
+$14.4M
|
+141,990
|
+31%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$56.9M
|
+$6.87M
|
+67,654
|
+13%
|
|
|
7
|
FAS Wealth Partners
Leawood,
Kansas
|
$56.6M
|
+$632K
|
+6,217
|
+1%
|
|
|
8
|
Clearstead Trust
Portland,
Maine
|
$53.3M
|
+$6.3M
|
+62,044
|
+13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$43.1M
|
-$5.15M
|
-50,682
|
-10%
|
|
|
10
|
|
$38.9M
|
+$2.55M
|
+25,139
|
+6%
|
|
|
11
|
GM Advisory Group
Melville,
New York
|
$34M
|
+$2.32M
|
+22,811
|
+7%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$33.8M
|
+$13.5M
|
+132,420
|
+60%
|
|
|
13
|
B&D White Capital Company
Lakeway,
Texas
|
$33.2M
|
-$13.6M
|
-133,844
|
-28%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$32.7M
|
+$1.15M
|
+11,302
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.7M
|
-$3.9M
|
-38,432
|
-11%
|
|
|
16
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$25.9M
|
-$9.9M
|
-97,443
|
-26%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.9M
|
-$234K
|
-2,308
|
-0.9%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$23.1M
|
-$4.34M
|
-42,765
|
-15%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
-$14.1M
|
-139,247
|
-39%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.1M
|
+$5.44M
|
+53,540
|
+52%
|
|
|
21
|
LongView Wealth Management
Atlanta,
Georgia
|
$14.3M
|
-$1.11M
|
-10,966
|
-7%
|
|
|
22
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$13.6M
|
-$114K
|
-1,123
|
-0.8%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$13.6M
|
+$405K
|
+3,990
|
+3%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$13M
|
-$3.31M
|
-32,546
|
-19%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$12.2M
|
-$12.5M
|
-123,317
|
-49%
|
|
