|
1
|
KWB Wealth
Redlands,
California
|
$14.5M
|
-$122K
|
-2,379
|
-0.8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$353K
|
+6,904
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.3M
|
+$550K
|
+10,760
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.61M
|
+$533K
|
+10,427
|
+6%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$7.63M
|
+$7.63M
|
+149,292
|
New
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$4.85M
|
-$69.8K
|
-1,366
|
-1%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$4.1M
|
+$2.44M
|
+47,635
|
+146%
|
|
|
8
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.05M
|
-$884K
|
-17,282
|
-30%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$1.76M
|
-$84.7K
|
-1,657
|
-5%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.66M
|
+$1.66M
|
+32,419
|
New
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.63M
|
-$111K
|
-2,175
|
-6%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.5M
|
+$225K
|
+4,397
|
+18%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.03M
|
+$1.03M
|
+20,241
|
New
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$990K
|
+$314K
|
+6,148
|
+47%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$671K
|
-$167K
|
-3,270
|
-20%
|
|
|
16
|
Insight Advisors
Newtown,
Pennsylvania
|
$599K
|
-$38.7K
|
-756
|
-6%
|
|
|
17
|
Evercore Wealth Management
New York
|
$454K
|
–
|
–
|
–
|
|
|
18
|
Webster Bank
Waterbury,
Connecticut
|
$425K
|
+$23.3K
|
+456
|
+6%
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$288K
|
+$38.6K
|
+755
|
+15%
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$281K
|
-$310K
|
-6,058
|
-52%
|
|
|
21
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$229K
|
+$229K
|
+4,487
|
New
|
|
|
22
|
TrueWealth Advisors
Birmingham,
Alabama
|
$218K
|
-$3.02K
|
-59
|
-1%
|
|
|
23
|
Winch Advisory Services
Appleton,
Wisconsin
|
$105K
|
+$22.2K
|
+434
|
+27%
|
|
|
24
|
|
$72K
|
-$1.18K
|
-23
|
-2%
|
|
|
25
|
Retirement Group
San Diego,
California
|
$70K
|
-$122K
|
-2,382
|
-63%
|
|
