|
1
|
Bank of America
Charlotte,
North Carolina
|
$93.9M
|
-$2.52M
|
-62,311
|
-3%
|
|
|
2
|
|
$78.9M
|
-$1.12M
|
-27,794
|
-1%
|
|
|
3
|
AlphaCore Capital
La Jolla,
California
|
$45.5M
|
+$44.3M
|
+1,097,634
|
+1,097,634%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$42.7M
|
+$83.8K
|
+2,075
|
+0.2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.7M
|
-$1.73M
|
-42,940
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$25.1M
|
+$739K
|
+18,300
|
+3%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.6M
|
+$671K
|
+16,634
|
+3%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$23M
|
+$887K
|
+21,969
|
+4%
|
|
|
9
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$19.4M
|
+$303K
|
+7,517
|
+2%
|
|
|
10
|
CGN Advisors
Manhattan,
Kansas
|
$18.6M
|
-$2.79M
|
-69,200
|
-13%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$15.4M
|
-$9.83M
|
-243,408
|
-40%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$10.8M
|
+$9.53M
|
+236,061
|
+983%
|
|
|
13
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$9.31M
|
+$52K
|
+1,288
|
+0.6%
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.85M
|
+$8.61M
|
+213,386
|
New
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.54M
|
+$770K
|
+19,083
|
+12%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.94M
|
+$878K
|
+21,751
|
+15%
|
|
|
17
|
Venturi Wealth Management
Austin,
Texas
|
$6.85M
|
+$8.6K
|
+213
|
+0.1%
|
|
|
18
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$6.18M
|
-$361K
|
-8,941
|
-6%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$5.77M
|
+$3.95M
|
+97,976
|
+238%
|
|
|
20
|
Catalyst Investment Management
Windham,
New Hampshire
|
$5.77M
|
+$5.61M
|
+139,017
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.76M
|
+$1.07M
|
+26,520
|
+24%
|
|
|
22
|
Journey Strategic Wealth
Summit,
New Jersey
|
$4.88M
|
-$1.57M
|
-38,983
|
-25%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.7M
|
+$3.68M
|
+91,161
|
+413%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$4.64M
|
+$1.34M
|
+33,143
|
+42%
|
|
|
25
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.46M
|
-$63.9K
|
-1,584
|
-1%
|
|
