|
1
|
|
$168M
|
+$3.39M
|
+67,340
|
+2%
|
|
|
2
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$119M
|
+$4.73M
|
+93,957
|
+4%
|
|
|
3
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$90.9M
|
+$6.91M
|
+137,410
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$71.2M
|
-$316K
|
-6,291
|
-0.4%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$53.1M
|
-$884K
|
-17,585
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$38M
|
-$231K
|
-4,591
|
-0.6%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34.5M
|
+$1.39M
|
+27,706
|
+4%
|
|
|
8
|
Foster Group
West Des Moines,
Iowa
|
$30.9M
|
+$1.14M
|
+22,590
|
+4%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.9M
|
+$1.38M
|
+27,428
|
+5%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$23M
|
+$11.6M
|
+231,107
|
+102%
|
|
|
11
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$22.4M
|
+$426K
|
+8,476
|
+2%
|
|
|
12
|
|
$18.5M
|
+$1.9M
|
+37,711
|
+11%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.2M
|
+$2.28M
|
+45,294
|
+15%
|
|
|
14
|
Equitable Holdings
New York
|
$14.7M
|
-$4.69M
|
-93,336
|
-24%
|
|
|
15
|
Smart Money Group
Eastland,
Texas
|
$14.4M
|
+$6.4M
|
+127,174
|
+80%
|
|
|
16
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$13.1M
|
+$1.93M
|
+38,386
|
+17%
|
|
|
17
|
Quotient Wealth Partners
Dallas,
Texas
|
$11.4M
|
+$1.16M
|
+23,026
|
+11%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$2.4M
|
+47,625
|
+30%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$10.3M
|
+$578K
|
+11,486
|
+6%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.87M
|
+$3.13M
|
+62,289
|
+47%
|
|
|
21
|
55 North Private Wealth
Winter Park,
Florida
|
$9.57M
|
+$4.75M
|
+94,353
|
+99%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.12M
|
-$620K
|
-12,326
|
-6%
|
|
|
23
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$8.68M
|
-$139K
|
-2,765
|
-2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.9M
|
-$540K
|
-10,733
|
-6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$6.63M
|
+$1.36M
|
+26,962
|
+26%
|
|
