|
1
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$63.8M
|
+$3.28M
|
+127,526
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$35.6M
|
-$194K
|
-7,550
|
-0.5%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$14.3M
|
-$5.27M
|
-204,468
|
-27%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$11.8M
|
+$392K
|
+15,220
|
+3%
|
|
|
5
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$10.9M
|
+$1.74M
|
+67,540
|
+19%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.28M
|
-$335K
|
-12,995
|
-4%
|
|
|
7
|
Lokken Investment Group
Lewes,
Delaware
|
$1.57M
|
+$115K
|
+4,457
|
+8%
|
|
|
8
|
Insight Wealth Partners
Plano,
Texas
|
$1.34M
|
+$91.5K
|
+3,552
|
+7%
|
|
|
9
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$1.19M
|
+$112K
|
+4,339
|
+10%
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$830K
|
+$1.83K
|
+71
|
+0.2%
|
|
|
11
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$658K
|
-$84K
|
-3,263
|
-12%
|
|
|
12
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$612K
|
-$12.9K
|
-502
|
-2%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$422K
|
-$2.58K
|
-100
|
-0.6%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$376K
|
-$8.65K
|
-336
|
-2%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$350K
|
+$348K
|
+13,497
|
New
|
|
|
16
|
Atria Wealth Solutions
New York
|
$321K
|
+$18.8K
|
+731
|
+6%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$262K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$253K
|
+$251K
|
+9,752
|
New
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$241K
|
-$90.2K
|
-3,502
|
-27%
|
|
|
20
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$237K
|
–
|
–
|
–
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$202K
|
-$19.8K
|
-770
|
-9%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$92.2K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$81.7K
|
-$112K
|
-4,353
|
-58%
|
|
|
24
|
|
$10.8K
|
+$26
|
+1
|
+0.2%
|
|
|
25
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$391
|
–
|
–
|
–
|
|
