|
1
|
|
$236M
|
-$6.89M
|
-108,873
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$99.7M
|
+$9.99M
|
+157,831
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$53.2M
|
+$2.63M
|
+41,555
|
+5%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36.8M
|
+$1.62M
|
+25,661
|
+5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.1M
|
+$1.8M
|
+28,394
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
-$740K
|
-11,679
|
-2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$21.4M
|
+$4.05M
|
+64,004
|
+24%
|
|
|
8
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$20.7M
|
+$435K
|
+6,876
|
+2%
|
|
|
9
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$14.4M
|
-$14.5M
|
-229,082
|
-51%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
+$494K
|
+7,809
|
+4%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$11.1M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
-$422K
|
-6,663
|
-4%
|
|
|
13
|
Stratos Investment Management
Beachwood,
Ohio
|
$10.1M
|
+$2.12M
|
+33,536
|
+27%
|
|
|
14
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$10M
|
+$165K
|
+2,610
|
+2%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$9.37M
|
-$617K
|
-9,748
|
-6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.11M
|
-$98.7K
|
-1,558
|
-1%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$8.92M
|
-$460K
|
-7,261
|
-5%
|
|
|
18
|
Regal Investment Advisors
Kentwood,
Michigan
|
$8.7M
|
+$105K
|
+1,663
|
+1%
|
|
|
19
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$7.06M
|
-$125K
|
-1,974
|
-2%
|
|
|
20
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$7M
|
-$6.21K
|
-98
|
-0.1%
|
|
|
21
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$6.95M
|
+$402K
|
+6,351
|
+6%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.84M
|
-$35.8K
|
-565
|
-0.5%
|
|
|
23
|
Equitable Holdings
New York
|
$6.83M
|
+$20.4K
|
+322
|
+0.3%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.36M
|
-$2.81M
|
-44,324
|
-35%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.26M
|
+$336K
|
+5,312
|
+7%
|
|
