|
1
|
Bank of America
Charlotte,
North Carolina
|
$92.3M
|
+$1.48M
|
+34,804
|
+2%
|
|
|
2
|
|
$67.1M
|
-$9.75M
|
-229,955
|
-12%
|
|
|
3
|
AlphaCore Capital
La Jolla,
California
|
$43.4M
|
-$716K
|
-16,891
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$35.6M
|
-$6.03M
|
-142,143
|
-14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.2M
|
+$1.53M
|
+36,080
|
+5%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$27.8M
|
+$5.82M
|
+137,287
|
+25%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
+$1.37M
|
+32,297
|
+5%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.1M
|
+$225K
|
+5,311
|
+0.9%
|
|
|
9
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$17.4M
|
-$1.45M
|
-34,185
|
-7%
|
|
|
10
|
CGN Advisors
Manhattan,
Kansas
|
$17.3M
|
-$662K
|
-15,616
|
-3%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.5M
|
+$5.52M
|
+130,186
|
+72%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$12.3M
|
-$2.8M
|
-65,904
|
-18%
|
|
|
13
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$9.02M
|
+$13.5K
|
+318
|
+0.1%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.26M
|
+$1.63M
|
+38,492
|
+23%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.06M
|
-$533K
|
-12,568
|
-6%
|
|
|
16
|
Venturi Wealth Management
Austin,
Texas
|
$6.79M
|
+$170K
|
+4,018
|
+2%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$5.73M
|
+$157K
|
+3,691
|
+3%
|
|
|
18
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$5.13M
|
-$897K
|
-21,139
|
-14%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.86M
|
+$333K
|
+7,852
|
+7%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$4.7M
|
+$223K
|
+5,253
|
+5%
|
|
|
21
|
Journey Strategic Wealth
Summit,
New Jersey
|
$4.64M
|
-$80K
|
-1,885
|
-2%
|
|
|
22
|
Catalyst Investment Management
Windham,
New Hampshire
|
$4.6M
|
-$1.42M
|
-33,576
|
-24%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.53M
|
-$1.1M
|
-25,928
|
-19%
|
|
|
24
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$4.4M
|
+$343K
|
+8,088
|
+8%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$4.39M
|
+$846K
|
+19,937
|
+22%
|
|
