|
1
|
UBS Group
Zurich,
Switzerland
|
$30.7M
|
+$22.8M
|
+1,046,618
|
+283%
|
|
|
2
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$20.8M
|
+$20.9M
|
+959,854
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
+$5.33M
|
+245,155
|
+47%
|
|
|
4
|
Marcum Wealth
Cleveland,
Ohio
|
$16.2M
|
+$1.31M
|
+60,041
|
+9%
|
|
|
5
|
|
$6.32M
|
+$432K
|
+19,845
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.23M
|
-$1.72M
|
-78,953
|
-29%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.04M
|
+$1.03M
|
+47,342
|
+34%
|
|
|
8
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.19M
|
+$1.48M
|
+68,044
|
+86%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$2.71M
|
+$128K
|
+5,884
|
+5%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.25M
|
+$454K
|
+20,866
|
+25%
|
|
|
11
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$2.19M
|
+$21.9K
|
+1,005
|
+1%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.83M
|
+$45.8K
|
+2,107
|
+3%
|
|
|
13
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.31M
|
+$123K
|
+5,668
|
+10%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$1.24M
|
-$71.1K
|
-3,269
|
-5%
|
|
|
15
|
QP Wealth Management
Eatontown,
New Jersey
|
$1.2M
|
+$86.8K
|
+3,992
|
+8%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$957K
|
+$109K
|
+5,021
|
+13%
|
|
|
17
|
Cross Staff Investments
Pittsford,
New York
|
$846K
|
–
|
–
|
–
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$752K
|
+$201K
|
+9,246
|
+36%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$708K
|
+$116K
|
+5,355
|
+20%
|
|
|
20
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$633K
|
-$79.2K
|
-3,641
|
-11%
|
|
|
21
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$612K
|
+$613K
|
+28,196
|
New
|
|
|
22
|
Tidal Investments
Milwaukee,
Wisconsin
|
$541K
|
+$153K
|
+7,040
|
+39%
|
|
|
23
|
OneAscent Financial Services
Birmingham,
Alabama
|
$502K
|
-$8.74K
|
-402
|
-2%
|
|
|
24
|
Park Avenue Securities
New York
|
$477K
|
-$73.6K
|
-3,386
|
-13%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$471K
|
+$19.3K
|
+889
|
+4%
|
|
