|
1
|
Cary Street Partners
Richmond,
Virginia
|
$72.6M
|
-$6.07M
|
-202,658
|
-8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$57.4M
|
-$2.05M
|
-68,567
|
-3%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$21.9M
|
+$442K
|
+14,758
|
+2%
|
|
|
4
|
Evernest Financial Advisors
Carmel,
Indiana
|
$10.6M
|
+$1.4M
|
+46,862
|
+16%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$9.79M
|
-$115K
|
-3,856
|
-1%
|
|
|
6
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$9.55M
|
+$709K
|
+23,681
|
+8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$6.18M
|
-$410K
|
-13,675
|
-6%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.35M
|
-$36.5K
|
-1,219
|
-0.8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.33M
|
+$1.66M
|
+55,399
|
+62%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$2.67M
|
-$23.3K
|
-778
|
-0.9%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.57M
|
+$212K
|
+7,065
|
+9%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$2.32M
|
-$215K
|
-7,186
|
-8%
|
|
|
13
|
Insight Wealth Partners
Plano,
Texas
|
$1.87M
|
+$38.9K
|
+1,298
|
+2%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.67M
|
–
|
–
|
–
|
|
|
15
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$1.55M
|
-$12.1K
|
-404
|
-0.8%
|
|
|
16
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$769K
|
+$768K
|
+25,660
|
New
|
|
|
17
|
Williams & Novak
Westlake Village,
California
|
$749K
|
-$209K
|
-6,968
|
-22%
|
|
|
18
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$529K
|
-$39.4K
|
-1,317
|
-7%
|
|
|
19
|
Verity Asset Management
Durham,
North Carolina
|
$509K
|
+$4.34K
|
+145
|
+0.9%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$486K
|
+$40.7K
|
+1,359
|
+9%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$483K
|
-$14.5K
|
-483
|
-3%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$408K
|
+$5.21K
|
+174
|
+1%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$397K
|
-$562K
|
-18,769
|
-59%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$322K
|
+$47K
|
+1,568
|
+17%
|
|
|
25
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$317K
|
+$317K
|
+10,576
|
New
|
|
