|
1
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$2.16M
|
+42,648
|
+2%
|
|
|
2
|
|
$104M
|
-$690K
|
-13,602
|
-0.7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$103M
|
+$2.36M
|
+46,498
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$91.3M
|
-$251K
|
-4,940
|
-0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$88.2M
|
+$6.29M
|
+124,121
|
+8%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$47.2M
|
-$1.27M
|
-25,116
|
-3%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$37.7M
|
-$474K
|
-9,351
|
-1%
|
|
|
8
|
Congress Wealth Management
Boston,
Massachusetts
|
$34.9M
|
-$16.1M
|
-317,179
|
-32%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33M
|
-$1.94M
|
-38,350
|
-6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.6M
|
+$253K
|
+4,979
|
+0.8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
-$551K
|
-10,857
|
-2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
+$851K
|
+16,779
|
+4%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$19.9M
|
-$570K
|
-11,238
|
-3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.6M
|
-$308K
|
-6,083
|
-2%
|
|
|
15
|
CWA Asset Management Group
Naples,
Florida
|
$16.2M
|
-$1.88M
|
-37,044
|
-10%
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$15.6M
|
-$2.5M
|
-49,332
|
-14%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
+$194K
|
+3,819
|
+1%
|
|
|
18
|
Magnus Financial Group
New York
|
$15M
|
+$33.5K
|
+660
|
+0.2%
|
|
|
19
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$14.6M
|
-$100K
|
-1,976
|
-0.7%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.3M
|
+$1.61M
|
+31,813
|
+14%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$12.9M
|
-$808K
|
-15,928
|
-6%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$12.6M
|
+$459K
|
+9,053
|
+4%
|
|
|
23
|
Frisch Financial Group
Melville,
New York
|
$12.1M
|
+$627K
|
+12,367
|
+5%
|
|
|
24
|
PFS Investments
Duluth,
Georgia
|
$12M
|
+$113K
|
+2,235
|
+1%
|
|
|
25
|
|
$11.4M
|
-$84.8K
|
-1,673
|
-0.7%
|
|
