|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$1.04B
|
+$14.6M
|
+326,300
|
+1%
|
|
|
2
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$241M
|
+$6.55M
|
+146,309
|
+3%
|
|
|
3
|
|
$221M
|
+$5.74M
|
+128,175
|
+3%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.2M
|
+$4.5M
|
+100,549
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$32.9M
|
+$895K
|
+19,993
|
+3%
|
|
|
6
|
HB Wealth Management
Atlanta,
Georgia
|
$14.7M
|
–
|
–
|
–
|
|
|
7
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13M
|
+$581K
|
+12,992
|
+5%
|
|
|
8
|
KPP Advisory Services
Louisville,
Kentucky
|
$9.44M
|
+$698K
|
+15,592
|
+8%
|
|
|
9
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$3.65M
|
-$171K
|
-3,816
|
-5%
|
|
|
10
|
New Republic Capital
Charlotte,
North Carolina
|
$2.71M
|
-$101K
|
-2,263
|
-4%
|
|
|
11
|
|
$2.36M
|
+$23.9K
|
+533
|
+1%
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$2.25M
|
+$1.04M
|
+23,220
|
+89%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$2.22M
|
+$1.02M
|
+22,878
|
+88%
|
|
|
14
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.96M
|
-$45
|
-1
|
-0%
|
|
|
15
|
CIBC Bancorp USA
Chicago,
Illinois
|
$1.87M
|
+$82.8K
|
+1,849
|
+5%
|
|
|
16
|
Genesis Private Wealth
Ashburn,
Virginia
|
$1.87M
|
+$445K
|
+9,954
|
+32%
|
|
|
17
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$1.73M
|
+$108K
|
+2,402
|
+7%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.3M
|
+$563K
|
+12,576
|
+79%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.27M
|
–
|
–
|
–
|
|
|
20
|
TIAA-CREF Individual & Institutional Services
New York
|
$1.25M
|
+$21.5K
|
+480
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
-$29.9K
|
-667
|
-2%
|
|
|
22
|
Next Level Private
Harrison,
New York
|
$1.01M
|
-$19K
|
-425
|
-2%
|
|
|
23
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$975K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$955K
|
-$44.8K
|
-1,000
|
-5%
|
|
|
25
|
Alterna Wealth Management
Houston,
Texas
|
$907K
|
–
|
–
|
–
|
|
