|
1
|
|
$164M
|
+$2.29M
|
+45,397
|
+1%
|
|
|
2
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$115M
|
+$4.3M
|
+85,260
|
+4%
|
|
|
3
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$83.9M
|
+$14.8M
|
+293,492
|
+21%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$71.4M
|
+$12.4M
|
+245,078
|
+21%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$54M
|
-$20.1M
|
-397,710
|
-27%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$38.2M
|
+$4.37M
|
+86,697
|
+13%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$33.1M
|
+$290K
|
+5,752
|
+0.9%
|
|
|
8
|
Foster Group
West Des Moines,
Iowa
|
$29.7M
|
+$1.96M
|
+38,942
|
+7%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.5M
|
+$1.04M
|
+20,709
|
+4%
|
|
|
10
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$21.9M
|
-$490K
|
-9,713
|
-2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$21.6M
|
+$19M
|
+376,871
|
+725%
|
|
|
12
|
Equitable Holdings
New York
|
$19.4M
|
+$19.4M
|
+385,125
|
New
|
|
|
13
|
|
$16.6M
|
+$1.54M
|
+30,588
|
+10%
|
|
|
14
|
Crewe Advisors
Salt Lake City,
Utah
|
$15.5M
|
+$15.5M
|
+307,365
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.9M
|
+$3.26M
|
+64,542
|
+28%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$11.4M
|
+$5.61M
|
+111,215
|
+97%
|
|
|
17
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$11.2M
|
+$2.11M
|
+41,788
|
+23%
|
|
|
18
|
Quotient Wealth Partners
Dallas,
Texas
|
$10.3M
|
+$958K
|
+18,988
|
+10%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$9.75M
|
-$48.8K
|
-968
|
-0.5%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.74M
|
-$421K
|
-8,344
|
-4%
|
|
|
21
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$8.81M
|
-$31K
|
-615
|
-0.4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.43M
|
-$750K
|
-14,864
|
-8%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.24M
|
-$331K
|
-6,569
|
-4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.05M
|
-$1.13M
|
-22,327
|
-12%
|
|
|
25
|
Smart Money Group
Eastland,
Texas
|
$7.99M
|
+$1.14M
|
+22,540
|
+17%
|
|
