|
1
|
|
$162M
|
-$10.3M
|
-205,435
|
-6%
|
|
|
2
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$110M
|
+$8.24M
|
+163,620
|
+8%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$74M
|
+$10.6M
|
+211,363
|
+17%
|
|
|
4
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$69.1M
|
+$31.3K
|
+622
|
+0%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$59.1M
|
+$4.68M
|
+92,891
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$33.9M
|
+$3.17M
|
+62,938
|
+10%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$32.8M
|
-$284K
|
-5,641
|
-0.9%
|
|
|
8
|
Foster Group
West Des Moines,
Iowa
|
$27.7M
|
+$1.19M
|
+23,603
|
+4%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.4M
|
+$14.2M
|
+281,524
|
+138%
|
|
|
10
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$22.5M
|
-$325K
|
-6,444
|
-1%
|
|
|
11
|
Kestra Investment Management
Austin,
Texas
|
$19.8M
|
-$3.95M
|
-78,459
|
-17%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.1M
|
-$4.05M
|
-80,463
|
-17%
|
|
|
13
|
Quantinno Capital Management
New York
|
$15.5M
|
+$15.5M
|
+307,365
|
New
|
|
|
14
|
|
$15M
|
-$1.66M
|
-32,923
|
-10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.7M
|
+$598K
|
+11,875
|
+5%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.2M
|
+$59K
|
+1,171
|
+0.6%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$9.8M
|
+$16.2K
|
+322
|
+0.2%
|
|
|
18
|
Quotient Wealth Partners
Dallas,
Texas
|
$9.32M
|
-$414K
|
-8,222
|
-4%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.18M
|
+$992K
|
+19,690
|
+12%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.17M
|
+$926K
|
+18,398
|
+11%
|
|
|
21
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$9.06M
|
-$838K
|
-16,636
|
-8%
|
|
|
22
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$8.84M
|
-$608K
|
-12,074
|
-6%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.56M
|
+$76.2K
|
+1,513
|
+0.9%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$8.37M
|
+$1.75M
|
+34,745
|
+26%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$6.87M
|
-$1.77M
|
-35,081
|
-20%
|
|
