|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.3M
|
+$9.69M
|
+203,174
|
+33%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$33.6M
|
-$5.11M
|
-107,142
|
-12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
+$7.82M
|
+163,988
|
+33%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$28.3M
|
+$7.03M
|
+147,380
|
+29%
|
|
|
5
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$22.7M
|
+$43.6K
|
+915
|
+0.2%
|
|
|
6
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$22.1M
|
+$2.51M
|
+52,641
|
+11%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$20.5M
|
+$6.29M
|
+131,866
|
+38%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$18.5M
|
+$9.83M
|
+206,188
|
+93%
|
|
|
9
|
Focused Wealth Management
Newburgh,
New York
|
$18.4M
|
+$20.4M
|
+427,346
|
New
|
|
|
10
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$17.8M
|
+$2.68M
|
+56,121
|
+16%
|
|
|
11
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$14.8M
|
+$6.8M
|
+142,692
|
+71%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$14.6M
|
+$606K
|
+12,712
|
+4%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$13.9M
|
-$2.5M
|
-52,540
|
-14%
|
|
|
14
|
FOCUS Wealth Advisors
Houston,
Texas
|
$13.5M
|
+$522K
|
+10,943
|
+4%
|
|
|
15
|
Regal Investment Advisors
Kentwood,
Michigan
|
$13.3M
|
+$995K
|
+20,874
|
+7%
|
|
|
16
|
Meitav Investment House
Bene-Beraq,
Israel
|
$13M
|
+$1.57M
|
+32,936
|
+12%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.1M
|
-$13.4M
|
-281,828
|
-55%
|
|
|
18
|
Madison Wealth Partners
Madison,
Wisconsin
|
$9.51M
|
+$960K
|
+20,140
|
+10%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$8.78M
|
+$1.25M
|
+26,261
|
+15%
|
|
|
20
|
|
$7.53M
|
+$165K
|
+3,467
|
+2%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$5.95M
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.7M
|
-$1.18M
|
-24,687
|
-16%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.26M
|
-$188K
|
-3,952
|
-3%
|
|
|
24
|
Hollencrest Capital Management
Newport Beach,
California
|
$5.21M
|
–
|
–
|
–
|
|
|
25
|
Silicon Valley Capital Partners
San Jose,
California
|
$4.7M
|
-$16.9K
|
-354
|
-0.3%
|
|
