|
1
|
|
$7.3M
|
-$380K
|
-6,287
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.13M
|
-$1.85M
|
-30,575
|
-23%
|
|
|
3
|
|
$5.76M
|
+$4.56M
|
+75,343
|
+365%
|
|
|
4
|
Claro Advisors
Boston,
Massachusetts
|
$1.38M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.32M
|
-$76.4K
|
-1,264
|
-5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
-$265K
|
-4,379
|
-17%
|
|
|
7
|
Prospera Financial Services
Dallas,
Texas
|
$1.19M
|
+$84.2K
|
+1,392
|
+8%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$1.14M
|
+$87.2K
|
+1,442
|
+8%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$767K
|
+$16.8K
|
+278
|
+2%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$712K
|
-$323K
|
-5,342
|
-31%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$669K
|
+$30.7K
|
+508
|
+5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$660K
|
-$270K
|
-4,457
|
-29%
|
|
|
13
|
Personal CFO Solutions
Chester,
New Jersey
|
$634K
|
-$134K
|
-2,222
|
-17%
|
|
|
14
|
QP Wealth Management
Eatontown,
New Jersey
|
$557K
|
-$35.6K
|
-589
|
-6%
|
|
|
15
|
Strategy Asset Managers
Pasadena,
California
|
$415K
|
+$418K
|
+6,919
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$409K
|
–
|
–
|
–
|
|
|
17
|
WealthShield Partners
Cary,
North Carolina
|
$334K
|
+$2.48K
|
+41
|
+0.7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$279K
|
-$78.2K
|
-1,293
|
-22%
|
|
|
19
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$263K
|
–
|
–
|
–
|
|
|
20
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$263K
|
+$265K
|
+4,385
|
New
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$250K
|
-$4.17K
|
-69
|
-2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$238K
|
-$1.44M
|
-23,832
|
-94%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$137K
|
+$75.8K
|
+1,254
|
+121%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$90K
|
+$90.7K
|
+1,500
|
New
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$67K
|
–
|
–
|
–
|
|
