|
1
|
|
$159M
|
-$5.29M
|
-130,157
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$30.9M
|
+$470K
|
+11,564
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$23.9M
|
-$1.06M
|
-26,080
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20M
|
+$660K
|
+16,240
|
+4%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.7M
|
-$2.16M
|
-53,231
|
-10%
|
|
|
6
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$9.54M
|
-$697K
|
-17,141
|
-7%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.51M
|
+$148K
|
+3,653
|
+2%
|
|
|
8
|
Wharton Business Group
Malvern,
Pennsylvania
|
$9.03M
|
-$429K
|
-10,550
|
-5%
|
|
|
9
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$7.55M
|
-$80K
|
-1,969
|
-1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.55M
|
+$107K
|
+2,639
|
+2%
|
|
|
11
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6.76M
|
-$253K
|
-6,232
|
-4%
|
|
|
12
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$6.05M
|
-$273K
|
-6,721
|
-5%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.67M
|
-$122K
|
-3,011
|
-3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$4.27M
|
+$1.25M
|
+30,869
|
+45%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.24M
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.95M
|
+$2.01M
|
+49,366
|
+114%
|
|
|
17
|
Equitable Holdings
New York
|
$3.54M
|
+$45.4K
|
+1,116
|
+1%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.07M
|
+$479K
|
+11,778
|
+20%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$2.92M
|
+$1.01M
|
+24,847
|
+57%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.53M
|
-$62.1K
|
-1,528
|
-3%
|
|
|
21
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.15M
|
–
|
–
|
–
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.15M
|
-$72.2K
|
-1,777
|
-3%
|
|
|
23
|
|
$2.1M
|
-$34.9K
|
-859
|
-2%
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$1.91M
|
+$1.82M
|
+44,728
|
New
|
|
|
25
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$1.83M
|
+$7.89K
|
+194
|
+0.5%
|
|
