|
1
|
|
$150M
|
-$5.54M
|
-110,011
|
-4%
|
|
|
2
|
Glenview Trust
Louisville,
Kentucky
|
$104M
|
+$4.91M
|
+97,470
|
+5%
|
|
|
3
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$70.8M
|
-$742K
|
-14,743
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$62.9M
|
+$8.27M
|
+164,289
|
+15%
|
|
|
5
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$40.3M
|
+$2.17M
|
+43,118
|
+6%
|
|
|
6
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$34.7M
|
+$2.97M
|
+59,022
|
+9%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$31.3M
|
-$470K
|
-9,333
|
-1%
|
|
|
8
|
American Trust
Lexington,
Kentucky
|
$22.4M
|
+$920K
|
+18,272
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$22M
|
-$485K
|
-9,646
|
-2%
|
|
|
10
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$21.5M
|
+$984K
|
+19,562
|
+5%
|
|
|
11
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$20.9M
|
+$21.2M
|
+421,490
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.5M
|
+$630K
|
+12,509
|
+3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$17.5M
|
+$1.91M
|
+37,979
|
+12%
|
|
|
14
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$16.8M
|
+$313K
|
+6,213
|
+2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.7M
|
+$170K
|
+3,379
|
+1%
|
|
|
16
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$12.8M
|
-$812K
|
-16,126
|
-6%
|
|
|
17
|
Evolution Wealth Advisors
Aventura,
Florida
|
$11.3M
|
+$79.5K
|
+1,580
|
+0.7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.3M
|
+$8.08M
|
+160,490
|
+344%
|
|
|
19
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$9.79M
|
+$5.15M
|
+102,276
|
+108%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.5M
|
-$2.99M
|
-59,497
|
-24%
|
|
|
21
|
Modern Wealth Management
Lenexa,
Kansas
|
$9M
|
+$9.14M
|
+181,624
|
New
|
|
|
22
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$8.93M
|
+$744K
|
+14,774
|
+9%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.28M
|
-$145K
|
-2,876
|
-2%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$7.57M
|
+$320K
|
+6,364
|
+4%
|
|
|
25
|
|
$7.4M
|
+$7.37M
|
+146,434
|
+5,538%
|
|
