|
1
|
|
$145M
|
-$19.2M
|
-1,143,908
|
-12%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$81M
|
+$19.4M
|
+1,155,904
|
+32%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.9M
|
+$12.5M
|
+743,163
|
+27%
|
|
|
4
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$37.2M
|
+$1.65M
|
+98,568
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$36.7M
|
-$2.93M
|
-174,537
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$35.4M
|
+$2.69M
|
+160,464
|
+8%
|
|
|
7
|
|
$26.6M
|
+$21.1M
|
+1,257,025
|
+393%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$24M
|
-$1.59M
|
-94,826
|
-6%
|
|
|
9
|
Citizens Business Bank
Ontario,
California
|
$17.5M
|
-$949K
|
-56,628
|
-5%
|
|
|
10
|
Essex LLC
Deer Park,
Illinois
|
$15M
|
-$211K
|
-12,610
|
-1%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.4M
|
-$5.42M
|
-323,333
|
-31%
|
|
|
12
|
Beacon Financial Group
Dallas,
Texas
|
$10.6M
|
-$1.96M
|
-116,784
|
-17%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.28M
|
+$7.39M
|
+440,657
|
+400%
|
|
|
14
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$9.22M
|
-$3.47K
|
-207
|
-0%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.8M
|
-$333K
|
-19,850
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.78M
|
+$1.76M
|
+104,865
|
+25%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.97M
|
+$7.9M
|
+471,326
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.59M
|
-$1.26M
|
-74,996
|
-16%
|
|
|
19
|
Elevated Capital Advisors
Sandy,
Utah
|
$6.51M
|
-$1.53M
|
-91,395
|
-19%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.44M
|
+$6.4M
|
+382,050
|
New
|
|
|
21
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$6.4M
|
+$28.4K
|
+1,696
|
+0.4%
|
|
|
22
|
Magnus Financial Group
New York
|
$6M
|
+$78.1K
|
+4,659
|
+1%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$5.96M
|
+$1.2M
|
+71,669
|
+25%
|
|
|
24
|
Shelton Wealth Management
Fort Worth,
Texas
|
$4.77M
|
-$310K
|
-18,491
|
-6%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$4.62M
|
-$198K
|
-11,834
|
-4%
|
|
