|
1
|
Cary Street Partners
Richmond,
Virginia
|
$71M
|
-$935K
|
-33,689
|
-1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$35.5M
|
-$639K
|
-23,012
|
-2%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$14.9M
|
-$120K
|
-4,331
|
-0.8%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$8.87M
|
+$833
|
+30
|
+0%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.29M
|
+$14.9K
|
+538
|
+0.2%
|
|
|
6
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$7.52M
|
+$612K
|
+22,062
|
+9%
|
|
|
7
|
Insight Wealth Partners
Plano,
Texas
|
$1.55M
|
+$140K
|
+5,029
|
+10%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.55M
|
+$697K
|
+25,112
|
+79%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$1.43M
|
–
|
–
|
–
|
|
|
10
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$1.39M
|
+$4.55K
|
+164
|
+0.3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$884K
|
+$163K
|
+5,877
|
+22%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$879K
|
+$76.2K
|
+2,747
|
+9%
|
|
|
13
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$824K
|
+$3.5K
|
+126
|
+0.4%
|
|
|
14
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$627K
|
-$15K
|
-539
|
-2%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$536K
|
+$61.7K
|
+2,222
|
+13%
|
|
|
16
|
Verity Asset Management
Durham,
North Carolina
|
$501K
|
+$262K
|
+9,424
|
+104%
|
|
|
17
|
Lokken Investment Group
Lewes,
Delaware
|
$443K
|
-$811K
|
-29,221
|
-64%
|
|
|
18
|
|
$399K
|
-$380K
|
-13,680
|
-48%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$371K
|
+$18K
|
+650
|
+5%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$359K
|
+$14.3K
|
+514
|
+4%
|
|
|
21
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$329K
|
-$154K
|
-5,559
|
-31%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$275K
|
–
|
–
|
–
|
|
|
23
|
Cannon Advisors
Charlotte,
North Carolina
|
$261K
|
-$132K
|
-4,738
|
-33%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$208K
|
-$14.3K
|
-515
|
-6%
|
|
|
25
|
|
$206K
|
+$210K
|
+7,554
|
New
|
|
