|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$88.2M
|
+$17.8M
|
+251,630
|
+27%
|
|
|
2
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$10.6M
|
+$697K
|
+9,851
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10M
|
+$1.06M
|
+15,038
|
+13%
|
|
|
4
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$7.91M
|
+$229K
|
+3,242
|
+3%
|
|
|
5
|
GFG Capital
Miami,
Florida
|
$2.89M
|
-$8.84K
|
-125
|
-0.3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
+$390K
|
+5,514
|
+65%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$135K
|
+$63.6K
|
+900
|
+100%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$86.6K
|
+$35.7K
|
+505
|
+78%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$45.4K
|
+$24K
|
+339
|
+127%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$16.4K
|
+$15.4K
|
+218
|
New
|
|
|
11
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$11.3K
|
+$10.6K
|
+150
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$75
|
-$85.9K
|
-1,215
|
-100%
|
|
|
13
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$298K
|
-4,275
|
Closed
|
|
