|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$1.02B
|
+$51.7M
|
+1,183,079
|
+5%
|
|
|
2
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$220M
|
+$11M
|
+250,857
|
+5%
|
|
|
3
|
|
$202M
|
+$20.3M
|
+464,726
|
+11%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.2M
|
+$29.9M
|
+685,782
|
+368%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$30M
|
+$4.96M
|
+113,626
|
+19%
|
|
|
6
|
HB Wealth Management
Atlanta,
Georgia
|
$13.8M
|
-$2.99M
|
-68,468
|
-18%
|
|
|
7
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.7M
|
+$1.54M
|
+35,314
|
+15%
|
|
|
8
|
KPP Advisory Services
Louisville,
Kentucky
|
$8.19M
|
+$3.13M
|
+71,717
|
+60%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.64M
|
+$525K
|
+12,029
|
+16%
|
|
|
10
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$3.58M
|
-$647K
|
-14,806
|
-15%
|
|
|
11
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.89M
|
+$2.96M
|
+67,699
|
New
|
|
|
12
|
New Republic Capital
Charlotte,
North Carolina
|
$2.64M
|
–
|
–
|
–
|
|
|
13
|
|
$2.2M
|
-$21.3M
|
-488,577
|
-90%
|
|
|
14
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.91M
|
+$44
|
+1
|
+0%
|
|
|
15
|
CIBC Bancorp USA
Chicago,
Illinois
|
$1.68M
|
+$1.72M
|
+39,394
|
New
|
|
|
16
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$1.53M
|
-$99.9K
|
-2,288
|
-6%
|
|
|
17
|
Genesis Private Wealth
Ashburn,
Virginia
|
$1.33M
|
+$272K
|
+6,238
|
+25%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.2M
|
-$972K
|
-22,270
|
-44%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
-$146K
|
-3,348
|
-11%
|
|
|
20
|
TIAA-CREF Individual & Institutional Services
New York
|
$1.15M
|
+$1.18M
|
+26,987
|
New
|
|
|
21
|
Cresset Asset Management
Chicago,
Illinois
|
$1.12M
|
+$1.14M
|
+26,192
|
New
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$1.11M
|
-$1.56M
|
-35,800
|
-58%
|
|
|
23
|
Next Level Private
Harrison,
New York
|
$970K
|
+$81.9K
|
+1,876
|
+9%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$939K
|
-$196K
|
-4,500
|
-17%
|
|
|
25
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$915K
|
–
|
–
|
–
|
|
