|
1
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
-$13.1M
|
-262,245
|
-10%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$61.8M
|
+$56.3M
|
+1,129,876
|
+1,016%
|
|
|
3
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$34.2M
|
+$2.51M
|
+50,252
|
+8%
|
|
|
4
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$28.6M
|
+$28.6M
|
+573,614
|
New
|
|
|
5
|
|
$23.6M
|
–
|
–
|
–
|
|
|
6
|
Foster Group
West Des Moines,
Iowa
|
$22.9M
|
+$652K
|
+13,079
|
+3%
|
|
|
7
|
Stephens Inc
Little Rock,
Arkansas
|
$12.5M
|
+$2.11M
|
+42,277
|
+20%
|
|
|
8
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$11M
|
+$8.37M
|
+167,917
|
+319%
|
|
|
9
|
|
$10.6M
|
-$10.5M
|
-211,538
|
-50%
|
|
|
10
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$10.5M
|
-$2.27M
|
-45,598
|
-18%
|
|
|
11
|
Colony Group
Boston,
Massachusetts
|
$9.13M
|
-$519K
|
-10,415
|
-5%
|
|
|
12
|
Ascent Group
Virginia Beach,
Virginia
|
$7.74M
|
+$4.09M
|
+82,059
|
+112%
|
|
|
13
|
|
$7.52M
|
-$8.67M
|
-173,843
|
-54%
|
|
|
14
|
|
$7.15M
|
+$6.06M
|
+121,590
|
+552%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.94M
|
+$1.61M
|
+32,323
|
+30%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.91M
|
+$3.21M
|
+64,447
|
+87%
|
|
|
17
|
1900 Wealth Management
San Antonio,
Texas
|
$6.62M
|
+$2.99M
|
+59,971
|
+82%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.56M
|
-$56.1K
|
-1,125
|
-1%
|
|
|
19
|
Smart Money Group
Eastland,
Texas
|
$5.41M
|
+$5.42M
|
+108,711
|
New
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.99M
|
+$61.7K
|
+1,238
|
+1%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$4.73M
|
-$245K
|
-4,915
|
-5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.48M
|
-$913K
|
-18,305
|
-17%
|
|
|
23
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.9M
|
-$93.6K
|
-1,878
|
-2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.74M
|
+$1.19M
|
+23,857
|
+47%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.47M
|
+$761K
|
+15,266
|
+28%
|
|
