|
1
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
+$2.88M
|
+57,942
|
+2%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$39.7M
|
+$2.67M
|
+53,722
|
+7%
|
|
|
3
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$25.5M
|
+$9.58M
|
+192,759
|
+60%
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.6M
|
-$1.76M
|
-35,445
|
-11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
+$9.08M
|
+182,643
|
+265%
|
|
|
6
|
|
$9.94M
|
+$4.03M
|
+81,113
|
+68%
|
|
|
7
|
1900 Wealth Management
San Antonio,
Texas
|
$9.4M
|
-$2.66M
|
-53,613
|
-22%
|
|
|
8
|
Colony Group
Boston,
Massachusetts
|
$8.29M
|
+$4.22M
|
+84,992
|
+104%
|
|
|
9
|
|
$8.04M
|
+$2.24M
|
+45,124
|
+39%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$6.79M
|
-$1.34M
|
-26,958
|
-16%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.83M
|
+$508K
|
+10,218
|
+10%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.17M
|
+$54.1K
|
+1,089
|
+1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.73M
|
+$85.2K
|
+1,715
|
+2%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.68M
|
-$233K
|
-4,691
|
-5%
|
|
|
15
|
|
$4.56M
|
-$117K
|
-2,356
|
-3%
|
|
|
16
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.92M
|
+$933K
|
+18,769
|
+31%
|
|
|
17
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.65M
|
+$27K
|
+543
|
+0.7%
|
|
|
18
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.57M
|
-$589K
|
-11,856
|
-14%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.82M
|
+$1.95M
|
+39,271
|
+224%
|
|
|
20
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.64M
|
+$529K
|
+10,634
|
+25%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.44M
|
+$60.5K
|
+1,218
|
+3%
|
|
|
22
|
Eagle Global Advisors
Houston,
Texas
|
$2.42M
|
+$42.3K
|
+850
|
+2%
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$2.39M
|
+$1M
|
+20,150
|
+72%
|
|
|
24
|
Elmwood Wealth Management
Berkeley,
California
|
$2.37M
|
+$84.5K
|
+1,700
|
+4%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.2M
|
-$1.86M
|
-37,321
|
-46%
|
|
