|
1
|
Bank of America
Charlotte,
North Carolina
|
$90.7M
|
-$8.27M
|
-194,328
|
-8%
|
|
|
2
|
|
$70M
|
-$2M
|
-47,049
|
-3%
|
|
|
3
|
AlphaCore Capital
La Jolla,
California
|
$45.9M
|
-$680K
|
-15,972
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$39.3M
|
+$1.02M
|
+24,081
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.9M
|
+$1.4M
|
+32,903
|
+4%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$29.6M
|
-$203K
|
-4,776
|
-0.7%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.2M
|
-$638K
|
-14,988
|
-3%
|
|
|
8
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$19.6M
|
+$907K
|
+21,311
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
-$9.19M
|
-216,058
|
-34%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.2M
|
+$1.76M
|
+41,313
|
+13%
|
|
|
11
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$14M
|
+$4.23M
|
+99,369
|
+44%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$12.3M
|
–
|
–
|
–
|
|
|
13
|
Venturi Wealth Management
Austin,
Texas
|
$8.06M
|
+$758K
|
+17,820
|
+11%
|
|
|
14
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$7.33M
|
+$1.8M
|
+42,345
|
+33%
|
|
|
15
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$6.38M
|
+$5.69M
|
+133,757
|
+933%
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$6.13M
|
-$12.3M
|
-289,546
|
-67%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$6.09M
|
-$58.4K
|
-1,373
|
-1%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$5.75M
|
+$699K
|
+16,435
|
+14%
|
|
|
19
|
Catalyst Investment Management
Windham,
New Hampshire
|
$5.24M
|
+$685K
|
+16,089
|
+15%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$5.07M
|
+$358K
|
+8,414
|
+8%
|
|
|
21
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$4.93M
|
+$211K
|
+4,969
|
+5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.78M
|
-$86.3K
|
-2,027
|
-2%
|
|
|
23
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.52M
|
-$98.1K
|
-2,305
|
-2%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.11M
|
-$1.09M
|
-25,730
|
-21%
|
|
|
25
|
|
$3.91M
|
+$3.86M
|
+90,759
|
New
|
|
