|
1
|
Marcum Wealth
Cleveland,
Ohio
|
$14.7M
|
+$14.3M
|
+685,218
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
+$8.73M
|
+416,860
|
+407%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.95M
|
+$7.71M
|
+368,218
|
+21,840%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.88M
|
+$1.8M
|
+85,917
|
+46%
|
|
|
5
|
|
$5.83M
|
-$913K
|
-43,626
|
-14%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.98M
|
+$2.11M
|
+100,944
|
+267%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$2.55M
|
+$2.49M
|
+118,910
|
New
|
|
|
8
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$2.15M
|
+$119K
|
+5,692
|
+6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.78M
|
+$914K
|
+43,661
|
+111%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.76M
|
-$102K
|
-4,890
|
-6%
|
|
|
11
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.69M
|
+$1.04M
|
+49,609
|
+170%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$1.3M
|
+$117K
|
+5,574
|
+10%
|
|
|
13
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.17M
|
+$1.14M
|
+54,583
|
New
|
|
|
14
|
QP Wealth Management
Eatontown,
New Jersey
|
$1.1M
|
+$624K
|
+29,803
|
+138%
|
|
|
15
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.05M
|
–
|
–
|
–
|
|
|
16
|
Rockefeller Capital Management
New York
|
$839K
|
-$71.7K
|
-3,427
|
-8%
|
|
|
17
|
Cross Staff Investments
Pittsford,
New York
|
$838K
|
+$314K
|
+15,000
|
+63%
|
|
|
18
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$705K
|
+$687K
|
+32,827
|
New
|
|
|
19
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$704K
|
+$53.6K
|
+2,559
|
+8%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$585K
|
-$329K
|
-15,737
|
-37%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$546K
|
-$1.91K
|
-91
|
-0.4%
|
|
|
22
|
Park Avenue Securities
New York
|
$544K
|
+$531K
|
+25,352
|
New
|
|
|
23
|
OneAscent Financial Services
Birmingham,
Alabama
|
$505K
|
+$40.1K
|
+1,917
|
+9%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$447K
|
-$567K
|
-27,102
|
-57%
|
|
|
25
|
Madrona Financial Services
Everett,
Washington
|
$409K
|
+$23K
|
+1,101
|
+6%
|
|
