|
1
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
-$1.02M
|
-14,341
|
-0.9%
|
|
|
2
|
|
$88.4M
|
+$1.02M
|
+14,351
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$55.9M
|
-$4.31M
|
-60,474
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$44.6M
|
+$19.5M
|
+274,405
|
+70%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$37.6M
|
+$3.04M
|
+42,733
|
+8%
|
|
|
6
|
Perigon Wealth Management
San Francisco,
California
|
$28.6M
|
+$3.06M
|
+42,934
|
+11%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$28.1M
|
-$1.09M
|
-15,336
|
-4%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$23.7M
|
+$22M
|
+308,379
|
+676%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.4M
|
+$2.81M
|
+39,491
|
+13%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.7M
|
+$333K
|
+4,675
|
+2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.8M
|
-$874K
|
-12,270
|
-5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
+$1.7M
|
+23,869
|
+13%
|
|
|
13
|
Prism Advisors
Studio City,
California
|
$12.5M
|
+$1.42M
|
+19,912
|
+12%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12M
|
+$2.84M
|
+39,942
|
+28%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11M
|
+$6.3M
|
+88,522
|
+117%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
-$1.85M
|
-25,958
|
-14%
|
|
|
17
|
Polianta Ltd
St Helier,
Jersey
|
$10.3M
|
–
|
–
|
–
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$9.5M
|
+$397K
|
+5,573
|
+4%
|
|
|
19
|
Hamilton Wealth
Encino,
California
|
$8.26M
|
+$419K
|
+5,887
|
+5%
|
|
|
20
|
Thryve Wealth Management
Irving,
Texas
|
$6.74M
|
+$293K
|
+4,118
|
+4%
|
|
|
21
|
Sage Capital Management
Stockton,
New Jersey
|
$6.5M
|
-$159K
|
-2,230
|
-2%
|
|
|
22
|
WealthSpring Partners
Long Beach,
California
|
$6.46M
|
+$67.7K
|
+951
|
+1%
|
|
|
23
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$6.34M
|
-$1.23M
|
-17,263
|
-15%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$5.67M
|
+$681K
|
+9,566
|
+13%
|
|
|
25
|
AllStreet Capital Advisors
Los Angeles,
California
|
$5.16M
|
-$52.6K
|
-739
|
-0.9%
|
|
