|
1
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$61.6M
|
+$1.03M
|
+40,621
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$36.5M
|
+$76.7K
|
+3,028
|
+0.2%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$20M
|
+$32.4K
|
+1,278
|
+0.2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$11.6M
|
-$560K
|
-22,102
|
-5%
|
|
|
5
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$9.31M
|
+$808K
|
+31,869
|
+10%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.75M
|
+$366K
|
+14,455
|
+5%
|
|
|
7
|
Lokken Investment Group
Lewes,
Delaware
|
$1.48M
|
-$191K
|
-7,519
|
-12%
|
|
|
8
|
Insight Wealth Partners
Plano,
Texas
|
$1.27M
|
+$150K
|
+5,903
|
+14%
|
|
|
9
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$1.1M
|
+$42.5K
|
+1,677
|
+4%
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$843K
|
+$4.43K
|
+175
|
+0.6%
|
|
|
11
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$734K
|
-$1.09M
|
-43,092
|
-61%
|
|
|
12
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$637K
|
-$44.7K
|
-1,763
|
-7%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$431K
|
-$2.66K
|
-105
|
-0.6%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$415K
|
+$397K
|
+15,681
|
New
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$392K
|
-$29.9K
|
-1,180
|
-7%
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$338K
|
+$39.5K
|
+1,558
|
+14%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$308K
|
+$32.2K
|
+1,270
|
+12%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$267K
|
+$256K
|
+10,097
|
New
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$267K
|
+$256K
|
+10,097
|
New
|
|
|
20
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$230K
|
-$388K
|
-15,295
|
-63%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$226K
|
+$216K
|
+8,537
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$198K
|
-$127K
|
-5,000
|
-40%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$93.9K
|
–
|
–
|
–
|
|
|
24
|
|
$11K
|
+$9.38K
|
+370
|
+822%
|
|
|
25
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$397
|
+$380
|
+15
|
New
|
|
