|
1
|
|
$102M
|
+$6.51M
|
+128,160
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$95.8M
|
-$29.5M
|
-580,547
|
-23%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$91.6M
|
+$9.35M
|
+183,965
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$70.6M
|
-$8.27M
|
-162,808
|
-10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$66.4M
|
+$3.14M
|
+61,889
|
+5%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.5M
|
-$2.65M
|
-52,196
|
-7%
|
|
|
7
|
CWA Asset Management Group
Naples,
Florida
|
$32.3M
|
-$12.7M
|
-249,846
|
-27%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.4M
|
+$1.65M
|
+32,384
|
+5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.2M
|
-$7.9M
|
-155,542
|
-20%
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$28.3M
|
+$1.2M
|
+23,578
|
+4%
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$24.5M
|
+$99.5K
|
+1,959
|
+0.4%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.2M
|
+$47.3K
|
+930
|
+0.2%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$23.1M
|
-$732K
|
-14,403
|
-3%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$18.5M
|
-$863K
|
-16,994
|
-4%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$15.8M
|
+$1.39M
|
+27,410
|
+9%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.9M
|
+$103K
|
+2,019
|
+0.7%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
-$484K
|
-9,531
|
-3%
|
|
|
18
|
Flow Traders U.S.
New York
|
$12.9M
|
-$2.92M
|
-57,460
|
-18%
|
|
|
19
|
|
$12.9M
|
+$42K
|
+826
|
+0.3%
|
|
|
20
|
PFS Partners
Mine Hill,
New Jersey
|
$12.6M
|
-$1.01M
|
-19,906
|
-7%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$11.9M
|
+$11.5M
|
+225,739
|
+1,232%
|
|
|
22
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$10.8M
|
+$6.05M
|
+119,072
|
+117%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$9.88M
|
+$776K
|
+15,268
|
+8%
|
|
|
24
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$9.45M
|
-$17.3K
|
-341
|
-0.2%
|
|
|
25
|
Frisch Financial Group
Melville,
New York
|
$9.15M
|
+$113K
|
+2,233
|
+1%
|
|
