|
1
|
|
$42.7M
|
+$370K
|
+7,841
|
+0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$28M
|
-$3.07M
|
-64,993
|
-9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.8M
|
+$3.36M
|
+71,218
|
+12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$13.8M
|
+$655K
|
+13,860
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.6M
|
-$825K
|
-17,453
|
-5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
+$2.2M
|
+46,558
|
+22%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.17M
|
+$566K
|
+11,988
|
+6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.7M
|
-$2.17M
|
-45,947
|
-20%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.22M
|
+$3.21M
|
+68,033
|
+84%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.13M
|
-$107K
|
-2,273
|
-2%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$4.02M
|
-$315K
|
-6,666
|
-6%
|
|
|
12
|
|
$3.96M
|
+$2.91M
|
+61,578
|
+186%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.89M
|
+$331K
|
+6,998
|
+8%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$3.76M
|
+$397K
|
+8,410
|
+17%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.57M
|
-$4.49K
|
-95
|
-0.1%
|
|
|
16
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.39M
|
+$985K
|
+20,852
|
+35%
|
|
|
17
|
Bank of New York Mellon
New York
|
$3.15M
|
+$1.98M
|
+41,858
|
+126%
|
|
|
18
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$2.95M
|
+$787K
|
+16,647
|
+31%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$2.81M
|
+$2.62M
|
+55,395
|
+471%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.54M
|
+$557K
|
+11,788
|
+24%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.5M
|
-$1.51M
|
-32,029
|
-35%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.48M
|
+$141K
|
+2,987
|
+5%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.44M
|
-$390K
|
-8,245
|
-12%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$2.24M
|
+$2.17M
|
+45,899
|
+603%
|
|
|
25
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.19M
|
+$469K
|
+9,927
|
+23%
|
|
