|
1
|
|
$186M
|
-$10.3M
|
-195,370
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$55M
|
+$2.14M
|
+40,566
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$35.7M
|
+$1.06M
|
+20,190
|
+3%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.6M
|
+$352K
|
+6,682
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$28.5M
|
-$1.12M
|
-21,231
|
-4%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.2M
|
–
|
–
|
–
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$47.8K
|
+907
|
+0.5%
|
|
|
8
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$10M
|
-$11.3M
|
-213,810
|
-55%
|
|
|
9
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$8.25M
|
-$66.8K
|
-1,267
|
-0.9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.21M
|
-$98.4K
|
-1,865
|
-1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.86M
|
+$926K
|
+17,550
|
+14%
|
|
|
12
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$7.36M
|
-$1.16K
|
-22
|
-0%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$7.27M
|
+$384K
|
+7,272
|
+6%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$7.23M
|
+$4.31M
|
+81,707
|
+178%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.13M
|
-$964K
|
-18,281
|
-13%
|
|
|
16
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$7.08M
|
-$21.5K
|
-407
|
-0.3%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$7.08M
|
+$303K
|
+5,748
|
+5%
|
|
|
18
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$6.02M
|
–
|
–
|
–
|
|
|
19
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.45M
|
+$5.07M
|
+96,200
|
New
|
|
|
20
|
Equitable Holdings
New York
|
$4.92M
|
-$236K
|
-4,482
|
-5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.82M
|
-$6.83M
|
-129,410
|
-60%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.36M
|
+$196K
|
+3,724
|
+5%
|
|
|
23
|
Cooksen Wealth
The Woodlands,
Texas
|
$2.96M
|
–
|
–
|
–
|
|
|
24
|
Horizon Family Wealth
Chicago,
Illinois
|
$2.84M
|
+$12.4K
|
+236
|
+0.5%
|
|
|
25
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.73M
|
+$359K
|
+6,804
|
+16%
|
|
