|
1
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
-$770K
|
-11,761
|
-5%
|
|
|
2
|
|
$10.7M
|
+$2.16M
|
+33,073
|
+26%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.11M
|
+$25.8K
|
+394
|
+0.9%
|
|
|
4
|
|
$1.98M
|
+$1.08M
|
+16,528
|
+125%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
+$54.2K
|
+828
|
+3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.65M
|
-$253K
|
-3,859
|
-13%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.63M
|
-$14.2K
|
-217
|
-0.9%
|
|
|
8
|
Claro Advisors
Boston,
Massachusetts
|
$1.33M
|
-$13.1K
|
-200
|
-1%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$1.23M
|
+$15.8K
|
+242
|
+1%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.19M
|
-$145K
|
-2,209
|
-11%
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$1.04M
|
+$171K
|
+2,619
|
+20%
|
|
|
12
|
Personal CFO Solutions
Chester,
New Jersey
|
$966K
|
-$7.98K
|
-122
|
-0.8%
|
|
|
13
|
Flow Traders U.S.
New York
|
$916K
|
+$607K
|
+9,270
|
+206%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$882K
|
+$17.8K
|
+272
|
+2%
|
|
|
15
|
QP Wealth Management
Eatontown,
New Jersey
|
$672K
|
-$154K
|
-2,351
|
-19%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$635K
|
+$77.7K
|
+1,188
|
+14%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$523K
|
+$720
|
+11
|
+0.1%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$484K
|
+$236K
|
+3,600
|
+98%
|
|
|
19
|
Strategy Asset Managers
Pasadena,
California
|
$460K
|
–
|
–
|
–
|
|
|
20
|
WealthShield Partners
Cary,
North Carolina
|
$368K
|
+$61.7K
|
+943
|
+21%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$367K
|
+$27.1K
|
+414
|
+8%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$306K
|
–
|
–
|
–
|
|
|
23
|
Focus Financial Network
Minneapolis,
Minnesota
|
$231K
|
-$304K
|
-4,651
|
-57%
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$226K
|
-$186K
|
-2,842
|
-46%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$113K
|
+$262
|
+4
|
+0.2%
|
|
