|
1
|
|
$133M
|
+$41.5M
|
+1,103,382
|
+33%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.4M
|
-$6.92M
|
-184,008
|
-13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
+$720K
|
+19,139
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
+$253K
|
+6,722
|
+1%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$15.9M
|
-$448K
|
-11,920
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$7.02M
|
+186,582
|
+63%
|
|
|
7
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$9.93M
|
-$726K
|
-19,293
|
-6%
|
|
|
8
|
Circle Wealth Management
Summit,
New Jersey
|
$7.56M
|
+$9.44M
|
+250,916
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.2M
|
+$119K
|
+3,170
|
+1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.07M
|
+$9.01M
|
+239,474
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.85M
|
-$141K
|
-3,741
|
-2%
|
|
|
12
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.66M
|
+$490K
|
+13,042
|
+7%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.49M
|
-$45.6K
|
-1,213
|
-0.7%
|
|
|
14
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$5.06M
|
-$49.6K
|
-1,318
|
-0.8%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.74M
|
-$266K
|
-7,066
|
-4%
|
|
|
16
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.4M
|
-$254K
|
-6,751
|
-4%
|
|
|
17
|
First Personal Financial Services
Charlotte,
North Carolina
|
$3.62M
|
-$344K
|
-9,153
|
-7%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.94M
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2.93M
|
-$5.88M
|
-156,422
|
-62%
|
|
|
20
|
Equitable Holdings
New York
|
$2.6M
|
-$14.6K
|
-388
|
-0.4%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.37M
|
+$1.45M
|
+38,528
|
+96%
|
|
|
22
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$2.21M
|
+$53.8K
|
+1,430
|
+2%
|
|
|
23
|
Condor Capital Management
Martinsville,
New Jersey
|
$2M
|
-$11M
|
-291,884
|
-81%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.99M
|
+$37.1K
|
+987
|
+2%
|
|
|
25
|
|
$1.94M
|
-$575K
|
-15,282
|
-19%
|
|
