|
1
|
|
$160M
|
+$7.21M
|
+143,919
|
+5%
|
|
|
2
|
Glenview Trust
Louisville,
Kentucky
|
$108M
|
+$2.15M
|
+42,929
|
+2%
|
|
|
3
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$73M
|
+$1.17M
|
+23,296
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$69.3M
|
+$5.48M
|
+109,454
|
+9%
|
|
|
5
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$43.5M
|
+$2.58M
|
+51,489
|
+6%
|
|
|
6
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$35.4M
|
+$210K
|
+4,193
|
+0.6%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$31.2M
|
-$538K
|
-10,743
|
-2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.4M
|
+$8.51M
|
+169,887
|
+43%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$24.2M
|
+$1.8M
|
+35,956
|
+8%
|
|
|
10
|
American Trust
Lexington,
Kentucky
|
$23.1M
|
+$370K
|
+7,385
|
+2%
|
|
|
11
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$22.8M
|
+$929K
|
+18,544
|
+4%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$21.7M
|
+$3.92M
|
+78,256
|
+22%
|
|
|
13
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$21.6M
|
+$378K
|
+7,549
|
+2%
|
|
|
14
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$19.3M
|
+$19.3M
|
+386,223
|
New
|
|
|
15
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$17.9M
|
+$846K
|
+16,902
|
+5%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.9M
|
-$55.1K
|
-1,101
|
-0.4%
|
|
|
17
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$13.2M
|
+$229K
|
+4,565
|
+2%
|
|
|
18
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$13.1M
|
+$3.16M
|
+63,057
|
+32%
|
|
|
19
|
Evolution Wealth Advisors
Aventura,
Florida
|
$11.3M
|
-$231K
|
-4,606
|
-2%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.3M
|
+$651K
|
+13,000
|
+7%
|
|
|
21
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$9.51M
|
+$439K
|
+8,757
|
+5%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$8.74M
|
-$1.66M
|
-33,144
|
-16%
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$8.7M
|
+$1.02M
|
+20,285
|
+13%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.38M
|
-$1.02M
|
-20,284
|
-12%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.5M
|
+$1.65M
|
+32,863
|
+34%
|
|
