|
1
|
Bank of America
Charlotte,
North Carolina
|
$91.3M
|
-$1.5M
|
-39,980
|
-2%
|
|
|
2
|
One Capital Management
Westlake Village,
California
|
$76.7M
|
-$11.5M
|
-305,906
|
-14%
|
|
|
3
|
|
$71.8M
|
-$50.9M
|
-1,359,750
|
-43%
|
|
|
4
|
SPC Financial Inc
Rockville,
Maryland
|
$41.8M
|
+$523K
|
+13,969
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$37.3M
|
+$951K
|
+25,388
|
+3%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23M
|
-$376K
|
-10,045
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$22.6M
|
+$204K
|
+5,457
|
+1%
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
$21M
|
+$786K
|
+20,994
|
+4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$19.8M
|
+$908K
|
+24,247
|
+5%
|
|
|
10
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$16.9M
|
+$534K
|
+14,268
|
+3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
+$5.65K
|
+151
|
+0.1%
|
|
|
12
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$9.24M
|
-$682K
|
-18,229
|
-7%
|
|
|
13
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$9.12M
|
-$986K
|
-26,343
|
-10%
|
|
|
14
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$8.7M
|
+$908K
|
+24,254
|
+12%
|
|
|
15
|
Financial Advocates Investment Management
Olympia,
Washington
|
$8.55M
|
+$3.03M
|
+80,995
|
+60%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.86M
|
+$236K
|
+6,306
|
+4%
|
|
|
17
|
Venturi Wealth Management
Austin,
Texas
|
$6.46M
|
-$267K
|
-7,138
|
-4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.42M
|
+$653K
|
+17,436
|
+12%
|
|
|
19
|
Journey Strategic Wealth
Summit,
New Jersey
|
$6.39M
|
-$1.09M
|
-29,007
|
-15%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.96M
|
+$755K
|
+20,172
|
+15%
|
|
|
21
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$5.93M
|
+$40.4K
|
+1,079
|
+0.7%
|
|
|
22
|
|
$5.6M
|
-$1.47M
|
-39,138
|
-22%
|
|
|
23
|
|
$5.42M
|
-$370K
|
-9,894
|
-7%
|
|
|
24
|
Security Financial Services
Fort Wayne,
Indiana
|
$4.77M
|
+$591K
|
+15,772
|
+15%
|
|
|
25
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.38M
|
-$164K
|
-4,387
|
-4%
|
|
