|
1
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$70M
|
+$819K
|
+30,457
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$37.5M
|
-$1.09M
|
-40,702
|
-3%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$15.2M
|
-$244K
|
-9,080
|
-2%
|
|
|
4
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$13.3M
|
+$1.47M
|
+54,773
|
+13%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$10.1M
|
-$2.56M
|
-95,040
|
-21%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.18M
|
+$283K
|
+10,534
|
+4%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$5.95M
|
+$6.7M
|
+249,164
|
New
|
|
|
8
|
Lokken Investment Group
Lewes,
Delaware
|
$1.72M
|
+$18.9K
|
+702
|
+1%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$1.65M
|
+$1.14M
|
+42,546
|
+263%
|
|
|
10
|
Insight Wealth Partners
Plano,
Texas
|
$1.47M
|
+$21.6K
|
+803
|
+2%
|
|
|
11
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$1.38M
|
+$84.8K
|
+3,153
|
+7%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$875K
|
-$23.2K
|
-864
|
-3%
|
|
|
13
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$689K
|
-$11K
|
-410
|
-2%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$572K
|
+$184K
|
+6,840
|
+51%
|
|
|
15
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$528K
|
-$130K
|
-4,822
|
-20%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$402K
|
-$5.51K
|
-205
|
-1%
|
|
|
17
|
Cannon Advisors
Charlotte,
North Carolina
|
$378K
|
+$362K
|
+13,451
|
New
|
|
|
18
|
Atria Wealth Solutions
New York
|
$348K
|
+$538
|
+20
|
+0.2%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$284K
|
–
|
–
|
–
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$257K
|
-$4.38K
|
-163
|
-2%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$220K
|
+$1.08K
|
+40
|
+0.5%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$214K
|
+$205K
|
+7,620
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$140K
|
+$49.3K
|
+1,834
|
+58%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$43.6K
|
-$53.8K
|
-2,000
|
-56%
|
|
|
25
|
|
$20.9K
|
+$8.8K
|
+327
|
+79%
|
|
