|
1
|
|
USD 121 M
|
-USD 42.2 M
|
-770,109
|
-26%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
USD 107 M
|
+USD 38.2 M
|
+697,703
|
+55%
|
|
|
3
|
Members Trust
Tampa,
Florida
|
USD 63.7 M
|
+USD 1.11 M
|
+20,303
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
USD 60.1 M
|
+USD 20.2 M
|
+369,164
|
+50%
|
|
|
5
|
AJ Wealth Strategies
New York
|
USD 53 M
|
+USD 10.4 M
|
+190,678
|
+24%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
USD 36.2 M
|
-USD 7.53 M
|
-137,534
|
-17%
|
|
|
7
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
USD 34.4 M
|
-USD 6.2 M
|
-113,235
|
-15%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
USD 32.4 M
|
-USD 2.89 M
|
-52,802
|
-8%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
USD 32.3 M
|
+USD 32.4 M
|
+592,324
|
Nuevas
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
USD 26.1 M
|
+USD 6.16 M
|
+112,476
|
+31%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
USD 20.9 M
|
+USD 1.36 M
|
+24,766
|
+7%
|
|
|
12
|
Signify Wealth
Saint Louis,
Missouri
|
USD 20.1 M
|
+USD 20.8 M
|
+379,981
|
Nuevas
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 19.5 M
|
+USD 3.41 M
|
+62,214
|
+21%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
USD 18.3 M
|
-USD 3.68 M
|
-67,131
|
-17%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 17.5 M
|
+USD 12.3 M
|
+225,433
|
+235%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
USD 17.4 M
|
-USD 6.95 M
|
-126,945
|
-28%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 16.9 M
|
+USD 1.54 M
|
+28,094
|
+10%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
USD 16.4 M
|
+USD 2.16 M
|
+39,466
|
+15%
|
|
|
19
|
LPL Financial
San Diego,
California
|
USD 15.7 M
|
+USD 2.29 M
|
+41,767
|
+17%
|
|
|
20
|
One Capital Management
Westlake Village,
California
|
USD 14.9 M
|
+USD 14.7 M
|
+269,043
|
+5,333%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
USD 14.7 M
|
-USD 7.18 M
|
-131,090
|
-33%
|
|
|
22
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
USD 14 M
|
-USD 2.82 M
|
-51,537
|
-17%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 12.9 M
|
+USD 521 k
|
+9,516
|
+4%
|
|
|
24
|
Nvest Financial
Portsmouth,
New Hampshire
|
USD 11.9 M
|
+USD 12 M
|
+218,317
|
Nuevas
|
|
|
25
|
Arkos Global Advisors
Houston,
Texas
|
USD 11.5 M
|
+USD 10.8 M
|
+197,518
|
+1,477%
|
|
