|
1
|
|
$199M
|
+$10.3M
|
+181,373
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$65.8M
|
+$2.61M
|
+45,757
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$36.1M
|
+$135K
|
+2,377
|
+0.4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.2M
|
+$976K
|
+17,134
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$29.3M
|
+$5.64K
|
+99
|
+0%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.6M
|
+$3.08M
|
+54,102
|
+15%
|
|
|
7
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$17.6M
|
+$328K
|
+5,763
|
+2%
|
|
|
8
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$13.8M
|
-$5.08M
|
-89,302
|
-27%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.9M
|
-$377K
|
-6,626
|
-3%
|
|
|
10
|
PFG Private Wealth Management
Lutz,
Florida
|
$10.7M
|
+$10.4M
|
+183,092
|
New
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.5M
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.82M
|
+$1.25M
|
+22,027
|
+15%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.98M
|
+$198K
|
+3,470
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.72M
|
+$17.5K
|
+307
|
+0.2%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$8.6M
|
+$38.9K
|
+683
|
+0.5%
|
|
|
16
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$8.52M
|
+$67.1K
|
+1,179
|
+0.8%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$7.69M
|
-$709K
|
-12,454
|
-9%
|
|
|
18
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$7.23M
|
+$120K
|
+2,114
|
+2%
|
|
|
19
|
Good Life Advisors
Reading,
Pennsylvania
|
$7.17M
|
+$3.76M
|
+66,010
|
+116%
|
|
|
20
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$7.09M
|
-$1.24M
|
-21,813
|
-15%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.63M
|
-$171K
|
-2,995
|
-3%
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
$6.51M
|
+$631K
|
+11,077
|
+11%
|
|
|
23
|
Equitable Holdings
New York
|
$4.99M
|
+$6.83K
|
+120
|
+0.1%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.99M
|
-$2.64M
|
-46,325
|
-35%
|
|
|
25
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$4.02M
|
-$2.12M
|
-37,282
|
-35%
|
|
