|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$939M
|
+$26.7M
|
+680,681
|
+3%
|
|
|
2
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$173M
|
+$22.1M
|
+561,396
|
+16%
|
|
|
3
|
|
$91.8M
|
+$86.6M
|
+2,204,489
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$2.5M
|
+63,683
|
+15%
|
|
|
5
|
HB Wealth Management
Atlanta,
Georgia
|
$16.2M
|
-$15.8K
|
-403
|
-0.1%
|
|
|
6
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$3.37M
|
+$2.61M
|
+66,309
|
+453%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.69M
|
+$2.54M
|
+64,654
|
New
|
|
|
8
|
New Republic Capital
Charlotte,
North Carolina
|
$2.63M
|
-$1.06K
|
-27
|
-0%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.09M
|
–
|
–
|
–
|
|
|
10
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.74M
|
–
|
–
|
–
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.53M
|
+$1.45M
|
+36,814
|
New
|
|
|
12
|
Alterna Wealth Management
Houston,
Texas
|
$994K
|
+$6.21K
|
+158
|
+0.7%
|
|
|
13
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$893K
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$857K
|
+$253K
|
+6,427
|
+45%
|
|
|
15
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$647K
|
–
|
–
|
–
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$528K
|
+$491K
|
+12,500
|
New
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$449K
|
+$424K
|
+10,788
|
New
|
|
|
18
|
Blue Trust Inc
Alpharetta,
Georgia
|
$422K
|
+$398K
|
+10,132
|
New
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$382K
|
–
|
–
|
–
|
|
|
20
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$352K
|
–
|
–
|
–
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$340K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$312K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$291K
|
-$385K
|
-9,801
|
-58%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$248K
|
+$234K
|
+5,961
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$244K
|
+$231K
|
+5,873
|
New
|
|
