|
1
|
|
$59.7M
|
-$56.6M
|
-1,062,522
|
-50%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.8M
|
-$891K
|
-16,726
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$26.7M
|
-$848K
|
-15,919
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
+$186K
|
+3,499
|
+0.9%
|
|
|
5
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$21.1M
|
+$2.03M
|
+38,094
|
+11%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$2.19M
|
+41,179
|
+28%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
-$155K
|
-2,917
|
-2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.08M
|
+$133K
|
+2,504
|
+2%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.79M
|
+$2.89M
|
+54,261
|
+64%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.21M
|
-$5.91M
|
-110,979
|
-54%
|
|
|
11
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$5M
|
+$4.75M
|
+89,156
|
New
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$4.85M
|
+$1.36M
|
+25,454
|
+42%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.22M
|
+$542K
|
+10,182
|
+16%
|
|
|
14
|
Mainsail Financial Group
Bellevue,
Washington
|
$4.09M
|
-$11.9K
|
-224
|
-0.3%
|
|
|
15
|
Bank of New York Mellon
New York
|
$4.07M
|
-$109K
|
-2,050
|
-3%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$4.02M
|
-$299K
|
-5,617
|
-7%
|
|
|
17
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$3.45M
|
-$207K
|
-3,886
|
-6%
|
|
|
18
|
|
$3.36M
|
-$4.92M
|
-92,366
|
-61%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$3.27M
|
-$778K
|
-14,608
|
-20%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$2.84M
|
+$1.86M
|
+34,928
|
+222%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.71M
|
+$112K
|
+2,104
|
+5%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$2.62M
|
-$716K
|
-13,433
|
-22%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.58M
|
+$494K
|
+9,282
|
+25%
|
|
|
24
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.54M
|
-$839K
|
-15,753
|
-26%
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$2.49M
|
+$937K
|
+17,598
|
+66%
|
|
