|
1
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
+$3.86M
|
+60,966
|
+36%
|
|
|
2
|
|
$7.99M
|
-$83.1K
|
-1,311
|
-1%
|
|
|
3
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$4.66M
|
+$907K
|
+14,314
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.89M
|
+$277K
|
+4,371
|
+10%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.82M
|
+$110K
|
+1,742
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.59M
|
+$433K
|
+6,840
|
+37%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.55M
|
-$464K
|
-7,317
|
-23%
|
|
|
8
|
Claro Advisors
Boston,
Massachusetts
|
$1.26M
|
+$131K
|
+2,070
|
+11%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.26M
|
-$74.5K
|
-1,175
|
-6%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$1.14M
|
-$145K
|
-2,287
|
-11%
|
|
|
11
|
Personal CFO Solutions
Chester,
New Jersey
|
$914K
|
-$18.7K
|
-295
|
-2%
|
|
|
12
|
|
$824K
|
+$838K
|
+13,226
|
New
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$817K
|
+$264K
|
+4,158
|
+46%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$810K
|
+$156K
|
+2,460
|
+23%
|
|
|
15
|
QP Wealth Management
Eatontown,
New Jersey
|
$777K
|
-$84.5K
|
-1,334
|
-10%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$522K
|
-$22.1K
|
-348
|
-4%
|
|
|
17
|
Focus Financial Network
Minneapolis,
Minnesota
|
$507K
|
-$58.9K
|
-930
|
-10%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$490K
|
-$21.9K
|
-345
|
-4%
|
|
|
19
|
Strategy Asset Managers
Pasadena,
California
|
$431K
|
-$9.7K
|
-153
|
-2%
|
|
|
20
|
Spire Wealth Management
Mclean,
Virginia
|
$389K
|
+$395K
|
+6,236
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$384K
|
-$257K
|
-4,052
|
-40%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$318K
|
+$94.4K
|
+1,489
|
+41%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$287K
|
–
|
–
|
–
|
|
|
24
|
WealthShield Partners
Cary,
North Carolina
|
$286K
|
-$9.44K
|
-149
|
-3%
|
|
|
25
|
Flow Traders U.S.
New York
|
$281K
|
+$285K
|
+4,504
|
New
|
|
