|
1
|
|
$151M
|
-$1.03M
|
-20,235
|
-0.7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$123M
|
-$5.93M
|
-116,075
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$118M
|
+$9.28M
|
+181,458
|
+9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$93.9M
|
+$1.97M
|
+38,553
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$93.3M
|
+$4.22M
|
+82,590
|
+5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$60.9M
|
+$2.22M
|
+43,522
|
+4%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$59.5M
|
+$4.75M
|
+92,945
|
+9%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$43.7M
|
-$2.33M
|
-45,562
|
-5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.8M
|
-$2.96M
|
-57,946
|
-7%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$29.6M
|
+$1.03M
|
+20,205
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.6M
|
-$5.03M
|
-98,398
|
-18%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$21.5M
|
+$2.4M
|
+46,980
|
+13%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$21M
|
-$416K
|
-8,133
|
-2%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.9M
|
+$524K
|
+10,248
|
+3%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20.8M
|
+$3.59M
|
+70,160
|
+21%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.9M
|
-$1.54M
|
-30,039
|
-8%
|
|
|
17
|
RMR Wealth Builders
Montclair,
New Jersey
|
$16.1M
|
-$3.4M
|
-66,572
|
-17%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
-$661K
|
-12,925
|
-4%
|
|
|
19
|
Frisch Financial Group
Melville,
New York
|
$15.2M
|
+$428K
|
+8,374
|
+3%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$15.1M
|
+$2.11M
|
+41,346
|
+16%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$14.8M
|
-$54K
|
-1,056
|
-0.4%
|
|
|
22
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$12.7M
|
+$12.7M
|
+248,749
|
New
|
|
|
23
|
True Blue Financial
Stevensville,
Michigan
|
$12.7M
|
+$12.7M
|
+247,969
|
New
|
|
|
24
|
GM Advisory Group
Melville,
New York
|
$12.5M
|
+$1.35M
|
+26,407
|
+12%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.6M
|
+$815K
|
+15,935
|
+8%
|
|
