|
1
|
|
$17.8M
|
-$217K
|
-15,012
|
-1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$6.6M
|
+$187K
|
+12,901
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.17M
|
-$38.4K
|
-2,652
|
-0.6%
|
|
|
4
|
|
$5.66M
|
-$499K
|
-34,434
|
-8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.31M
|
+$2.36M
|
+162,979
|
+119%
|
|
|
6
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.67M
|
+$96K
|
+6,631
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.48M
|
+$1.43M
|
+98,425
|
+69%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.45M
|
+$75.5K
|
+5,212
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.87M
|
-$65K
|
-4,491
|
-2%
|
|
|
10
|
Snowden Capital Advisors
New York
|
$2.86M
|
+$189K
|
+13,053
|
+7%
|
|
|
11
|
|
$2.76M
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.42M
|
-$31.7K
|
-2,191
|
-1%
|
|
|
13
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.42M
|
+$2.44M
|
+168,226
|
New
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.29M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.73M
|
+$36.2K
|
+2,496
|
+2%
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$1.58M
|
+$1.34M
|
+92,375
|
+532%
|
|
|
17
|
E&G Advisors
Houston,
Texas
|
$1.29M
|
-$1.45K
|
-100
|
-0.1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.2M
|
+$17.6K
|
+1,215
|
+1%
|
|
|
19
|
Evoke Wealth
Los Angeles,
California
|
$1.17M
|
-$93.6K
|
-6,465
|
-7%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$1.01M
|
-$52.4K
|
-3,616
|
-5%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$951K
|
+$87.8K
|
+6,061
|
+10%
|
|
|
22
|
Wealthspire Advisors (New York)
New York
|
$934K
|
–
|
–
|
–
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$913K
|
+$36.6K
|
+2,528
|
+4%
|
|
|
24
|
Semus Wealth Partners
Boca Raton,
Florida
|
$887K
|
+$9.38K
|
+648
|
+1%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$851K
|
-$48.7K
|
-3,359
|
-5%
|
|
