|
1
|
|
$150M
|
-$4.67M
|
-93,488
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$128M
|
-$3.78M
|
-75,565
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$108M
|
+$4.04M
|
+80,800
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$91.2M
|
+$1.03M
|
+20,689
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$88.3M
|
+$154K
|
+3,078
|
+0.2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$58.2M
|
-$2.21M
|
-44,232
|
-4%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$54.3M
|
+$17.9M
|
+358,121
|
+50%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$45.6M
|
+$3.18M
|
+63,619
|
+8%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.2M
|
+$20.2M
|
+403,536
|
+89%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.3M
|
-$2.55M
|
-50,975
|
-8%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.3M
|
+$225K
|
+4,499
|
+0.8%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$21.3M
|
+$2.39M
|
+47,919
|
+13%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.2M
|
+$7.12M
|
+142,427
|
+55%
|
|
|
14
|
RMR Wealth Builders
Montclair,
New Jersey
|
$19.4M
|
+$1.62M
|
+32,472
|
+9%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.3M
|
-$466K
|
-9,331
|
-2%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.9M
|
+$1.85M
|
+36,976
|
+11%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17M
|
-$2.01M
|
-40,213
|
-11%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
-$1.81M
|
-36,215
|
-10%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$14.8M
|
-$3.85M
|
-77,062
|
-21%
|
|
|
20
|
Frisch Financial Group
Melville,
New York
|
$14.6M
|
+$3.78M
|
+75,648
|
+36%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$12.9M
|
-$27K
|
-541
|
-0.2%
|
|
|
22
|
GM Advisory Group
Melville,
New York
|
$11.1M
|
+$324K
|
+6,492
|
+3%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.7M
|
+$575K
|
+11,514
|
+6%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.4M
|
+$1.29M
|
+25,746
|
+14%
|
|
|
25
|
Bank of New York Mellon
New York
|
$10.1M
|
-$162K
|
-3,243
|
-2%
|
|
