|
1
|
Bank of America
Charlotte,
North Carolina
|
$267M
|
+$2.58M
|
+68,515
|
+1%
|
|
|
2
|
|
$169M
|
+$15.1M
|
+400,414
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$90.9M
|
+$5.18M
|
+137,641
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$84.9M
|
-$1.18M
|
-31,299
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$78.5M
|
+$6.61M
|
+175,674
|
+9%
|
|
|
6
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$70.9M
|
-$450K
|
-11,960
|
-0.6%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$67.8M
|
-$1.24M
|
-33,022
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$58.2M
|
+$38M
|
+1,011,035
|
+189%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33M
|
-$7.49M
|
-199,112
|
-19%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.7M
|
-$603K
|
-16,036
|
-2%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$21.7M
|
+$2.23M
|
+59,339
|
+11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9M
|
+$538K
|
+14,310
|
+3%
|
|
|
13
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$20.7M
|
-$16.9M
|
-449,380
|
-45%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
+$2.95M
|
+78,420
|
+21%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.9M
|
+$2.06M
|
+54,725
|
+15%
|
|
|
16
|
Level Four Advisory Services
Dallas,
Texas
|
$14.8M
|
+$796K
|
+21,167
|
+6%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$13.6M
|
+$118K
|
+3,139
|
+0.9%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$12.7M
|
+$959K
|
+25,500
|
+8%
|
|
|
19
|
Pacer Advisors
Malvern,
Pennsylvania
|
$12.1M
|
-$142K
|
-3,784
|
-1%
|
|
|
20
|
MBL Wealth
Charlotte,
North Carolina
|
$10.6M
|
-$475K
|
-12,630
|
-4%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$10.4M
|
+$273K
|
+7,263
|
+3%
|
|
|
22
|
Cetera Advisors
Denver,
Colorado
|
$9.84M
|
+$3.49M
|
+92,783
|
+55%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$8.31M
|
+$138K
|
+3,673
|
+2%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$8.12M
|
+$2.51M
|
+66,811
|
+45%
|
|
|
25
|
Meridian Wealth Advisors
Austin,
Texas
|
$7.75M
|
–
|
–
|
–
|
|
