|
1
|
UBS Group
Zurich,
Switzerland
|
$68.4M
|
+$5.29M
|
+90,402
|
+8%
|
|
|
2
|
|
$55.5M
|
+$3.18M
|
+54,429
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$23.1M
|
-$1.19M
|
-20,360
|
-5%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.7M
|
-$901K
|
-15,406
|
-4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.8M
|
-$493K
|
-8,436
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$473K
|
+8,080
|
+3%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$12.5M
|
+$321K
|
+5,483
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$159K
|
+2,711
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.83M
|
-$303K
|
-5,177
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$9.6M
|
-$50.8K
|
-869
|
-0.5%
|
|
|
11
|
Matrix Trust Company
Denver,
Colorado
|
$8.74M
|
+$19.9K
|
+340
|
+0.2%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$6.73M
|
+$2.4M
|
+41,091
|
New
|
|
|
13
|
Pacific Financial Group
Bellevue,
Washington
|
$5.63M
|
-$216K
|
-3,700
|
-4%
|
|
|
14
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$5.59M
|
-$113K
|
-1,924
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.28M
|
-$3.14M
|
-53,677
|
-37%
|
|
|
16
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.99M
|
-$420K
|
-7,187
|
-8%
|
|
|
17
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$4.96M
|
-$52.1K
|
-891
|
-1%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$4.45M
|
-$302K
|
-5,157
|
-6%
|
|
|
19
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$4.25M
|
+$20.4K
|
+349
|
+0.5%
|
|
|
20
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$3.66M
|
+$424K
|
+7,257
|
+13%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$3.15M
|
+$13.7K
|
+234
|
+0.4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.15M
|
-$1.29M
|
-21,983
|
-29%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.77M
|
-$1.93M
|
-32,978
|
-41%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$2.69M
|
-$403K
|
-6,888
|
-13%
|
|
|
25
|
|
$2.55M
|
–
|
–
|
–
|
|
