|
1
|
|
$73.2M
|
-$2.51M
|
-141,842
|
-3%
|
|
|
2
|
Parcion Private Wealth
Bellevue,
Washington
|
$64M
|
+$5.96M
|
+335,970
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$41.3M
|
-$2.85M
|
-160,889
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$28.6M
|
+$397K
|
+22,373
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$24.9M
|
+$294K
|
+16,594
|
+1%
|
|
|
6
|
Eagle Strategies
New York
|
$21.6M
|
+$1.8M
|
+101,822
|
+9%
|
|
|
7
|
Kaye Capital Management
El Segundo,
California
|
$18.5M
|
+$599K
|
+33,770
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$16.3M
|
-$192K
|
-10,836
|
-1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.7M
|
+$1.19M
|
+67,048
|
+8%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$14.6M
|
+$1.7M
|
+95,820
|
+12%
|
|
|
11
|
Strategic Wealth Partners
Independence,
Ohio
|
$13.3M
|
+$725K
|
+40,888
|
+5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$9.07M
|
-$4.21M
|
-237,454
|
-30%
|
|
|
13
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$7.97M
|
+$181K
|
+10,237
|
+2%
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$6.42M
|
+$162K
|
+9,157
|
+2%
|
|
|
15
|
First Horizon Advisors
Memphis,
Tennessee
|
$6.37M
|
+$221K
|
+12,441
|
+3%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$6.13M
|
-$108K
|
-6,083
|
-2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.1M
|
-$630K
|
-35,546
|
-9%
|
|
|
18
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$5.97M
|
+$149K
|
+8,384
|
+2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.92M
|
-$2.26M
|
-127,295
|
-26%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.56M
|
+$796K
|
+44,916
|
+16%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.36M
|
-$2.12M
|
-119,554
|
-27%
|
|
|
22
|
First American Trust
Santa Ana,
California
|
$5.21M
|
+$123K
|
+6,966
|
+2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.84M
|
+$452K
|
+25,475
|
+10%
|
|
|
24
|
|
$4.73M
|
-$3.33M
|
-187,643
|
-40%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$4.71M
|
+$105K
|
+5,901
|
+2%
|
|
