|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.1M
|
+$38.6M
|
+500,669
|
+114%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$51.2M
|
+$1.59M
|
+20,632
|
+3%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$15.9M
|
+$1.39M
|
+18,050
|
+9%
|
|
|
4
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$13.3M
|
+$14.3M
|
+185,018
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.48M
|
+$1.46M
|
+18,940
|
+33%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$4.07M
|
-$596K
|
-7,736
|
-12%
|
|
|
7
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$3.69M
|
+$1.95M
|
+25,286
|
+99%
|
|
|
8
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.27M
|
-$1.23M
|
-16,000
|
-26%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.83M
|
-$1.76M
|
-22,829
|
-37%
|
|
|
10
|
|
$2.7M
|
-$568K
|
-7,378
|
-17%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$2.65M
|
-$4.59M
|
-59,507
|
-62%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$2.42M
|
-$29.9K
|
-388
|
-1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.36M
|
+$459K
|
+5,955
|
+22%
|
|
|
14
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.1M
|
+$16.7K
|
+217
|
+0.8%
|
|
|
15
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.96M
|
-$87.7K
|
-1,138
|
-4%
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.85M
|
-$36.1K
|
-469
|
-2%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.6M
|
+$1.7M
|
+22,065
|
New
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.59M
|
+$88.1K
|
+1,144
|
+5%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$1.23M
|
–
|
–
|
–
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$1.15M
|
+$34.2K
|
+444
|
+3%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$980K
|
-$117K
|
-1,519
|
-10%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$952K
|
-$156K
|
-2,021
|
-13%
|
|
|
23
|
G2 Capital Management
Columbus,
Ohio
|
$913K
|
–
|
–
|
–
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$773K
|
+$9.02K
|
+117
|
+1%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$761K
|
-$74K
|
-960
|
-8%
|
|
