|
1
|
|
$72M
|
+$1.34M
|
+25,299
|
+2%
|
|
|
2
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$44.9M
|
+$19.1K
|
+361
|
+0%
|
|
|
3
|
Portfolio Strategies
Monsey,
New York
|
$16.2M
|
-$122K
|
-2,298
|
-0.8%
|
|
|
4
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$15.5M
|
-$561K
|
-10,602
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$1.41M
|
+26,601
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$60.4K
|
+1,141
|
+0.5%
|
|
|
7
|
Bank of New York Mellon
New York
|
$9.49M
|
-$778K
|
-14,709
|
-8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.21M
|
+$1.95M
|
+36,832
|
+32%
|
|
|
9
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$7.68M
|
+$5.71M
|
+107,911
|
+311%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$6.81M
|
-$1.92M
|
-36,372
|
-22%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.74M
|
+$741K
|
+14,009
|
+13%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.38M
|
-$97.8K
|
-1,847
|
-2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.16M
|
-$602K
|
-11,368
|
-9%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.64M
|
-$713K
|
-13,474
|
-11%
|
|
|
15
|
Waterfront Wealth
Overland Park,
Kansas
|
$5.62M
|
-$179K
|
-3,382
|
-3%
|
|
|
16
|
Gill Capital Partners
Denver,
Colorado
|
$5.43M
|
-$215K
|
-4,070
|
-4%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.21M
|
-$254K
|
-4,800
|
-7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.11M
|
+$252K
|
+4,765
|
+9%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.59M
|
+$643K
|
+12,153
|
+34%
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.49M
|
-$40.6K
|
-767
|
-2%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$2.32M
|
+$2.28M
|
+43,073
|
New
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.78M
|
+$267K
|
+5,049
|
+18%
|
|
|
23
|
Wedbush Securities
Los Angeles,
California
|
$1.74M
|
+$56.9K
|
+1,076
|
+3%
|
|
|
24
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$1.72M
|
-$350K
|
-6,613
|
-17%
|
|
|
25
|
AJ Wealth Strategies
New York
|
$1.64M
|
–
|
–
|
–
|
|
