|
1
|
|
$280M
|
+$11.9M
|
+161,680
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$172M
|
+$16.9M
|
+230,202
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$62.7M
|
+$494K
|
+6,723
|
+0.8%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$42.8M
|
+$1.81M
|
+24,610
|
+5%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.3M
|
-$2M
|
-27,159
|
-5%
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$35M
|
+$5.51M
|
+74,900
|
+19%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$34M
|
-$1.23M
|
-16,668
|
-4%
|
|
|
8
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$25M
|
+$525K
|
+7,143
|
+2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.8M
|
-$3.69M
|
-50,207
|
-15%
|
|
|
10
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$18.7M
|
+$540K
|
+7,344
|
+3%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$17M
|
+$15.3M
|
+207,927
|
+1,259%
|
|
|
12
|
Stratos Investment Management
Beachwood,
Ohio
|
$16.8M
|
+$787K
|
+10,709
|
+5%
|
|
|
13
|
SPWM Advisors
Traverse City,
Michigan
|
$16.1M
|
+$2.1M
|
+28,627
|
+16%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
-$562K
|
-7,649
|
-4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.4M
|
+$3.69M
|
+50,173
|
+44%
|
|
|
16
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$12.2M
|
-$140K
|
-1,905
|
-1%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$12.2M
|
-$443K
|
-6,033
|
-4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
-$191K
|
-2,595
|
-2%
|
|
|
19
|
Wharton Business Group
Malvern,
Pennsylvania
|
$11.8M
|
–
|
–
|
–
|
|
|
20
|
Regal Investment Advisors
Kentwood,
Michigan
|
$10.8M
|
+$411K
|
+5,598
|
+4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.72M
|
-$255K
|
-3,471
|
-3%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$9.63M
|
+$78.7K
|
+1,070
|
+0.8%
|
|
|
23
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$7.84M
|
-$4.41K
|
-60
|
-0.1%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.77M
|
-$84.8K
|
-1,153
|
-1%
|
|
|
25
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$7.68M
|
-$53.6K
|
-729
|
-0.7%
|
|
