|
1
|
|
$209M
|
+$15.2M
|
+257,786
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$59.8M
|
-$4.54M
|
-76,757
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$35.7M
|
+$505K
|
+8,546
|
+1%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30.9M
|
+$483K
|
+8,163
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$28.6M
|
+$15.4K
|
+261
|
+0.1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.7M
|
+$767K
|
+12,971
|
+3%
|
|
|
7
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$16.1M
|
-$1.14M
|
-19,263
|
-6%
|
|
|
8
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$15.8M
|
+$2.39M
|
+40,436
|
+17%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$14.7M
|
+$15.3M
|
+258,292
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$980K
|
+16,567
|
+10%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.1M
|
-$147K
|
-2,490
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.43M
|
-$72.9K
|
-1,233
|
-0.8%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$8.41M
|
+$951K
|
+16,079
|
+12%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$8.38M
|
-$392K
|
-6,631
|
-4%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$8.36M
|
-$22.8K
|
-386
|
-0.3%
|
|
|
16
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$8.28M
|
-$25.4K
|
-430
|
-0.3%
|
|
|
17
|
Regal Investment Advisors
Kentwood,
Michigan
|
$6.97M
|
+$645K
|
+10,906
|
+10%
|
|
|
18
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$6.8M
|
-$254K
|
-4,296
|
-3%
|
|
|
19
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$6.69M
|
-$229K
|
-3,867
|
-3%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.29M
|
-$186K
|
-3,141
|
-3%
|
|
|
21
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$6.21M
|
+$6.46M
|
+109,170
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.15M
|
+$1.34M
|
+22,670
|
+27%
|
|
|
23
|
Equitable Holdings
New York
|
$4.79M
|
-$77.4K
|
-1,309
|
-2%
|
|
|
24
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$3.93M
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.73M
|
+$1.8M
|
+30,407
|
+86%
|
|
