|
1
|
Cary Street Partners
Richmond,
Virginia
|
$76.5M
|
-$1.2M
|
-38,708
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$67M
|
+$5.9M
|
+189,680
|
+10%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$23.2M
|
-$75.7K
|
-2,435
|
-0.3%
|
|
|
4
|
Evernest Financial Advisors
Carmel,
Indiana
|
$17.5M
|
+$414K
|
+13,308
|
+2%
|
|
|
5
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$10M
|
-$90K
|
-2,894
|
-0.9%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.49M
|
-$29K
|
-934
|
-0.7%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.18M
|
+$286K
|
+9,194
|
+10%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$2.62M
|
-$191K
|
-6,140
|
-7%
|
|
|
9
|
Insight Wealth Partners
Plano,
Texas
|
$2.01M
|
+$64.9K
|
+2,088
|
+3%
|
|
|
10
|
Mission Wealth Management
Santa Barbara,
California
|
$1.99M
|
-$372K
|
-11,968
|
-16%
|
|
|
11
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$1.62M
|
-$19.8K
|
-636
|
-1%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.46M
|
-$34.7K
|
-1,117
|
-2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
-$1.95M
|
-62,621
|
-60%
|
|
|
14
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$788K
|
+$284K
|
+9,146
|
+58%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$641K
|
+$44.9K
|
+1,443
|
+8%
|
|
|
16
|
Williams & Novak
Westlake Village,
California
|
$608K
|
-$122K
|
-3,937
|
-17%
|
|
|
17
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$545K
|
-$10.6K
|
-341
|
-2%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$435K
|
+$150K
|
+4,815
|
+54%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$420K
|
-$3.08K
|
-99
|
-0.7%
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$413K
|
+$31
|
+1
|
+0%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$330K
|
-$302K
|
-9,716
|
-48%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$330K
|
+$324K
|
+10,419
|
New
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$319K
|
–
|
–
|
–
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$308K
|
-$21.2K
|
-683
|
-7%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$254K
|
–
|
–
|
–
|
|
