|
1
|
|
$293M
|
-$26.6M
|
-1,429,707
|
-8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$164M
|
+$1.1M
|
+59,411
|
+0.7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82.8M
|
+$19M
|
+1,023,359
|
+31%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$82.5M
|
-$5.06M
|
-272,266
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$70.8M
|
-$2.05M
|
-110,077
|
-3%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$44.8M
|
+$2.11M
|
+113,399
|
+5%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$43.5M
|
+$916K
|
+49,272
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.1M
|
-$7.54M
|
-405,665
|
-16%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$38.1M
|
+$4.13M
|
+222,032
|
+12%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$29.6M
|
+$2.1M
|
+112,753
|
+8%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$23M
|
+$1.79M
|
+96,463
|
+9%
|
|
|
12
|
Citizens Financial Group
Providence,
Rhode Island
|
$18.1M
|
+$7M
|
+376,887
|
+66%
|
|
|
13
|
Legacy Edge Advisors
Syosset,
New York
|
$17.9M
|
+$781K
|
+42,004
|
+5%
|
|
|
14
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$16.4M
|
+$719K
|
+38,683
|
+5%
|
|
|
15
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$16M
|
+$15.6M
|
+840,952
|
New
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.1M
|
+$721K
|
+38,789
|
+5%
|
|
|
17
|
Essex LLC
Deer Park,
Illinois
|
$14.5M
|
-$787K
|
-42,343
|
-5%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
+$543K
|
+29,192
|
+4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.4M
|
-$1.13M
|
-60,896
|
-8%
|
|
|
20
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$11.8M
|
–
|
–
|
–
|
|
|
21
|
Integral Investment Advisors
Turlock,
California
|
$11.1M
|
+$3M
|
+161,461
|
+38%
|
|
|
22
|
|
$8.06M
|
-$19.3M
|
-1,037,318
|
-71%
|
|
|
23
|
Key Financial Inc
West Chester,
Pennsylvania
|
$7.67M
|
-$383K
|
-20,596
|
-5%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$7.05M
|
+$238K
|
+12,816
|
+4%
|
|
|
25
|
Elevated Capital Advisors
Sandy,
Utah
|
$7M
|
–
|
–
|
–
|
|
