|
1
|
|
$178M
|
-$2.89M
|
-52,230
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$59.6M
|
+$6.22M
|
+112,667
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$34M
|
-$723K
|
-13,086
|
-2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.5M
|
+$767K
|
+13,877
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$27.6M
|
-$13.5K
|
-245
|
-0%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.2M
|
+$16M
|
+290,464
|
+378%
|
|
|
7
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$18M
|
+$8.24M
|
+149,097
|
+84%
|
|
|
8
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$16.3M
|
+$16.4M
|
+296,838
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.6M
|
+$1.76M
|
+31,884
|
+18%
|
|
|
10
|
Wharton Business Group
Malvern,
Pennsylvania
|
$9.87M
|
-$63.8K
|
-1,155
|
-0.6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.29M
|
+$1.23M
|
+22,221
|
+17%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.21M
|
+$239K
|
+4,330
|
+3%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$8.07M
|
+$1.06M
|
+19,119
|
+15%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.06M
|
+$424K
|
+7,674
|
+6%
|
|
|
15
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7.97M
|
-$39.4K
|
-714
|
-0.5%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$7.94M
|
+$1.07M
|
+19,321
|
+15%
|
|
|
17
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$7.89M
|
+$743K
|
+13,441
|
+10%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.26M
|
+$2.59M
|
+46,817
|
+55%
|
|
|
19
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$6.7M
|
-$175K
|
-3,174
|
-3%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.42M
|
-$509K
|
-9,215
|
-7%
|
|
|
21
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$5.85M
|
–
|
–
|
–
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.54M
|
+$245K
|
+4,430
|
+5%
|
|
|
23
|
Equitable Holdings
New York
|
$4.7M
|
-$76K
|
-1,376
|
-2%
|
|
|
24
|
Good Life Advisors
Reading,
Pennsylvania
|
$3.13M
|
+$488K
|
+8,826
|
+18%
|
|
|
25
|
Cooksen Wealth
The Woodlands,
Texas
|
$2.88M
|
–
|
–
|
–
|
|
