|
1
|
Bank of America
Charlotte,
North Carolina
|
$55.5M
|
-$1.94M
|
-39,752
|
-3%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$38.1M
|
+$3.53M
|
+72,430
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$33.6M
|
-$21K
|
-432
|
-0.1%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$32.5M
|
-$59.9K
|
-1,229
|
-0.2%
|
|
|
5
|
|
$23.1M
|
+$52.4K
|
+1,075
|
+0.2%
|
|
|
6
|
3D/L Capital Management
Hartford,
Connecticut
|
$22.3M
|
+$374K
|
+7,673
|
+2%
|
|
|
7
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$18.8M
|
+$55.1K
|
+1,132
|
+0.3%
|
|
|
8
|
Davenport & Co
Richmond,
Virginia
|
$17.1M
|
+$1.07M
|
+21,949
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$413K
|
-8,468
|
-4%
|
|
|
10
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$10M
|
-$1.18M
|
-24,162
|
-10%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$9.7M
|
+$1.66M
|
+34,162
|
+21%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.67M
|
+$9.69M
|
+198,893
|
New
|
|
|
13
|
IEQ Capital
Foster City,
California
|
$9.23M
|
–
|
–
|
–
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.49M
|
+$467K
|
+9,585
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.06M
|
+$289K
|
+5,927
|
+4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.79M
|
+$245K
|
+5,023
|
+3%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.55M
|
+$86.3K
|
+1,772
|
+1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$6.88M
|
+$1.11M
|
+22,684
|
+19%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$6.09M
|
+$177K
|
+3,643
|
+3%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$6.01M
|
+$15.2K
|
+312
|
+0.3%
|
|
|
21
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$5.47M
|
+$59.6K
|
+1,224
|
+1%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$5.14M
|
+$211K
|
+4,332
|
+4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$5.07M
|
+$224K
|
+4,598
|
+5%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$4.37M
|
+$4.38M
|
+89,897
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.12M
|
-$278K
|
-5,712
|
-6%
|
|
