|
1
|
|
$16.9M
|
+$974K
|
+64,503
|
+6%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$9.22M
|
+$224K
|
+14,823
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.86M
|
-$79.1K
|
-5,239
|
-1%
|
|
|
4
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.25M
|
+$661K
|
+43,731
|
+14%
|
|
|
5
|
|
$4.83M
|
-$219K
|
-14,466
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.44M
|
-$605K
|
-40,046
|
-12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.02M
|
+$170K
|
+11,229
|
+4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.33M
|
+$293K
|
+19,383
|
+9%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3M
|
+$964K
|
+63,811
|
+45%
|
|
|
10
|
|
$2.8M
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.5M
|
-$107K
|
-7,072
|
-4%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.76M
|
+$175K
|
+11,605
|
+11%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.65M
|
-$90.6K
|
-6,000
|
-5%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.32M
|
+$141K
|
+9,341
|
+11%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.2M
|
+$1.08M
|
+71,200
|
+633%
|
|
|
16
|
E&G Advisors
Houston,
Texas
|
$1.2M
|
-$10.6K
|
-700
|
-0.8%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$1.14M
|
+$121K
|
+8,011
|
+11%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.06M
|
+$47.4K
|
+3,140
|
+5%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$948K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$936K
|
-$188K
|
-12,432
|
-16%
|
|
|
21
|
Landscape Capital Management
Englewood,
New Jersey
|
$867K
|
+$899K
|
+59,492
|
New
|
|
|
22
|
Snowden Capital Advisors
New York
|
$863K
|
-$17.6K
|
-1,162
|
-2%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$858K
|
+$94K
|
+6,222
|
+12%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$805K
|
+$16.6K
|
+1,102
|
+2%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$792K
|
+$3.02K
|
+200
|
+0.4%
|
|
