|
1
|
Cary Street Partners
Richmond,
Virginia
|
$72.3M
|
+$74.7M
|
+2,644,345
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$36.4M
|
-$70K
|
-2,476
|
-0.2%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$15.1M
|
+$266K
|
+9,409
|
+2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$8.92M
|
-$914K
|
-32,341
|
-9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.33M
|
+$386K
|
+13,671
|
+5%
|
|
|
6
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$6.96M
|
+$7.19M
|
+254,436
|
New
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$1.44M
|
-$170K
|
-6,014
|
-10%
|
|
|
8
|
Insight Wealth Partners
Plano,
Texas
|
$1.42M
|
-$13.7K
|
-486
|
-0.9%
|
|
|
9
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$1.34M
|
+$5.96K
|
+211
|
+0.4%
|
|
|
10
|
Lokken Investment Group
Lewes,
Delaware
|
$1.25M
|
-$439K
|
-15,544
|
-25%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$868K
|
+$897K
|
+31,737
|
New
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$825K
|
-$25.8K
|
-913
|
-3%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$809K
|
+$261K
|
+9,226
|
+45%
|
|
|
14
|
|
$775K
|
+$801K
|
+28,339
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$729K
|
+$753K
|
+26,650
|
New
|
|
|
16
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$672K
|
+$537
|
+19
|
+0.1%
|
|
|
17
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$483K
|
-$30.6K
|
-1,082
|
-6%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$479K
|
+$494K
|
+17,496
|
New
|
|
|
19
|
Cannon Advisors
Charlotte,
North Carolina
|
$392K
|
+$24.5K
|
+868
|
+6%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$355K
|
-$36.7K
|
-1,299
|
-9%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$347K
|
+$8.85K
|
+313
|
+3%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$276K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$256K
|
+$265K
|
+9,369
|
New
|
|
|
24
|
Verity Asset Management
Durham,
North Carolina
|
$247K
|
+$255K
|
+9,020
|
New
|
|
|
25
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$232K
|
+$240K
|
+8,480
|
New
|
|
