|
1
|
|
$39.9M
|
-$3.55M
|
-224,564
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.5M
|
-$2.1M
|
-132,433
|
-7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$18.8M
|
+$36.7K
|
+2,318
|
+0.2%
|
|
|
4
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$15.4M
|
-$354K
|
-22,373
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
-$122K
|
-7,735
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.5M
|
-$561K
|
-35,469
|
-5%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$8.96M
|
+$210K
|
+13,273
|
+2%
|
|
|
8
|
Evoke Wealth
Los Angeles,
California
|
$7.39M
|
-$72.3K
|
-4,571
|
-0.9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.21M
|
+$762K
|
+48,165
|
+13%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.28M
|
-$228K
|
-14,382
|
-4%
|
|
|
11
|
Custos Family Office
Austin,
Texas
|
$5.24M
|
+$162K
|
+10,258
|
+3%
|
|
|
12
|
North Star Investment Management
Chicago,
Illinois
|
$5.08M
|
+$560K
|
+35,369
|
+12%
|
|
|
13
|
|
$4.66M
|
-$203K
|
-12,837
|
-4%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$4.13M
|
+$1.74M
|
+109,805
|
+67%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.84M
|
-$16.5K
|
-1,043
|
-0.4%
|
|
|
16
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$3.54M
|
+$395K
|
+24,970
|
+12%
|
|
|
17
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3.05M
|
+$188K
|
+11,861
|
+6%
|
|
|
18
|
AJ Wealth Strategies
New York
|
$2.93M
|
+$2.04M
|
+129,210
|
+196%
|
|
|
19
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$2.86M
|
-$389K
|
-24,616
|
-11%
|
|
|
20
|
Appleton Partners
Boston,
Massachusetts
|
$2.82M
|
-$399K
|
-25,224
|
-12%
|
|
|
21
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.71M
|
+$161K
|
+10,150
|
+6%
|
|
|
22
|
Accel Wealth Management
Waverly,
Iowa
|
$2.55M
|
+$35.7K
|
+2,259
|
+1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.46M
|
-$107K
|
-6,737
|
-4%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.42M
|
-$371K
|
-23,456
|
-13%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.38M
|
+$196K
|
+12,372
|
+8%
|
|
