|
1
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$30.8M
|
+$2.22M
|
+25,813
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$1.75M
|
+20,373
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$2.07M
|
+24,094
|
+23%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$8.96M
|
+$945K
|
+10,984
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.37M
|
-$414K
|
-4,809
|
-5%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.09M
|
-$17.7K
|
-206
|
-0.2%
|
|
|
7
|
|
$5.61M
|
+$443K
|
+5,155
|
+9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.1M
|
-$3.76M
|
-43,767
|
-48%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.07M
|
+$737K
|
+8,567
|
+22%
|
|
|
10
|
|
$4.03M
|
–
|
–
|
–
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$4.02M
|
+$2.69M
|
+31,237
|
+197%
|
|
|
12
|
Wambolt & Associates
Littleton,
Colorado
|
$3.57M
|
-$159K
|
-1,847
|
-4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.56M
|
+$105K
|
+1,216
|
+4%
|
|
|
14
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$2.25M
|
+$2.27M
|
+26,425
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$2.22M
|
-$473K
|
-5,495
|
-17%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.1M
|
+$62.3K
|
+724
|
+3%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.99M
|
+$126K
|
+1,463
|
+7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.8M
|
+$27.4K
|
+319
|
+2%
|
|
|
19
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.41M
|
+$344
|
+4
|
+0%
|
|
|
20
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$1.31M
|
+$1.32M
|
+15,363
|
New
|
|
|
21
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$1.27M
|
-$216K
|
-2,516
|
-14%
|
|
|
22
|
Financial Services Advisory
Rockville,
Maryland
|
$1.1M
|
+$1.11M
|
+12,913
|
New
|
|
|
23
|
White Pine Investment Company
Livonia,
Michigan
|
$1.02M
|
-$41.3K
|
-480
|
-4%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$917K
|
-$343K
|
-3,993
|
-27%
|
|
|
25
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$909K
|
+$917K
|
+10,660
|
New
|
|
