|
1
|
Bank of America
Charlotte,
North Carolina
|
$200M
|
-$8.73M
|
-224,268
|
-4%
|
|
|
2
|
|
$149M
|
-$8.06M
|
-206,981
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$83.6M
|
-$2.42M
|
-62,260
|
-3%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$73.9M
|
-$747K
|
-19,179
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$70.5M
|
-$4.61M
|
-118,395
|
-6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$62.2M
|
+$3.86M
|
+99,100
|
+7%
|
|
|
7
|
55I LLC
Boston,
Massachusetts
|
$46.8M
|
+$1.46M
|
+37,423
|
+3%
|
|
|
8
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$40.8M
|
+$40.9M
|
+1,049,420
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.4M
|
+$163K
|
+4,190
|
+0.4%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.2M
|
-$60.7K
|
-1,558
|
-0.2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.5M
|
-$6.51M
|
-167,169
|
-20%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.8M
|
+$1.66M
|
+42,737
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$1.93M
|
+49,499
|
+13%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.3M
|
-$121K
|
-3,101
|
-0.8%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$13.6M
|
-$27.1K
|
-695
|
-0.2%
|
|
|
16
|
Level Four Advisory Services
Dallas,
Texas
|
$13.5M
|
+$5.09M
|
+130,588
|
+60%
|
|
|
17
|
Pacer Advisors
Malvern,
Pennsylvania
|
$13.4M
|
-$483K
|
-12,396
|
-3%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$11M
|
+$11M
|
+282,884
|
New
|
|
|
19
|
MBL Wealth
Charlotte,
North Carolina
|
$10.4M
|
+$10.4M
|
+266,569
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
-$1.84M
|
-47,166
|
-15%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$8.1M
|
+$107K
|
+2,759
|
+1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$8M
|
-$4.2M
|
-107,802
|
-34%
|
|
|
23
|
Meridian Wealth Advisors
Austin,
Texas
|
$8M
|
-$72.5K
|
-1,861
|
-0.9%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.95M
|
+$3.34M
|
+85,741
|
+72%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$6.51M
|
-$56.9K
|
-1,460
|
-0.9%
|
|
