|
1
|
|
$167M
|
-$4.46M
|
-93,409
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$42.5M
|
-$4.86M
|
-101,877
|
-10%
|
|
|
3
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$35.8M
|
-$147K
|
-3,090
|
-0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$30.2M
|
-$1.46M
|
-30,638
|
-5%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.2M
|
+$1.82M
|
+38,137
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$24.5M
|
-$64.1K
|
-1,344
|
-0.3%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
+$566K
|
+11,857
|
+5%
|
|
|
8
|
Wharton Business Group
Malvern,
Pennsylvania
|
$9.61M
|
-$89.2K
|
-1,870
|
-0.9%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.63M
|
+$205K
|
+4,296
|
+3%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.19M
|
+$154K
|
+3,234
|
+2%
|
|
|
11
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6.95M
|
-$278K
|
-5,828
|
-4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.87M
|
-$9.3K
|
-195
|
-0.1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.52M
|
+$2.56M
|
+53,631
|
+63%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.15M
|
+$848K
|
+17,769
|
+16%
|
|
|
15
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$5.89M
|
+$10.8K
|
+227
|
+0.2%
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$5.54M
|
+$772K
|
+16,178
|
+16%
|
|
|
17
|
MRA Advisory Group
Parsippany,
New Jersey
|
$5.15M
|
+$590K
|
+12,369
|
+13%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$4.94M
|
+$364K
|
+7,635
|
+8%
|
|
|
19
|
Equitable Holdings
New York
|
$4.24M
|
-$160K
|
-3,356
|
-4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.42M
|
-$6.63K
|
-139
|
-0.2%
|
|
|
21
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$3.23M
|
–
|
–
|
–
|
|
|
22
|
Horizon Family Wealth
Chicago,
Illinois
|
$2.32M
|
+$12.9K
|
+271
|
+0.5%
|
|
|
23
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.89M
|
–
|
–
|
–
|
|
|
24
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.85M
|
–
|
–
|
–
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.83M
|
-$124K
|
-2,593
|
-6%
|
|
