|
1
|
|
$68.2M
|
+$1.43M
|
+11,954
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$33.2M
|
-$1.74M
|
-14,543
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
-$705K
|
-5,887
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
+$1.58M
|
+13,197
|
+10%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$14.2M
|
+$14.2M
|
+118,788
|
New
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.1M
|
-$135K
|
-1,128
|
-1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.4M
|
-$374K
|
-3,123
|
-3%
|
|
|
8
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.46M
|
+$41.9K
|
+350
|
+0.4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.12M
|
+$2.78M
|
+23,228
|
+44%
|
|
|
10
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$8.11M
|
-$177K
|
-1,478
|
-2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$7.31M
|
+$2.79M
|
+23,260
|
+61%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.28M
|
-$1.31M
|
-10,941
|
-15%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.09M
|
+$1.67M
|
+13,955
|
+31%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.1M
|
-$585K
|
-4,881
|
-9%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$5.95M
|
-$1.23M
|
-10,286
|
-17%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.67M
|
+$51.3K
|
+428
|
+0.9%
|
|
|
17
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$4.79M
|
-$232K
|
-1,937
|
-5%
|
|
|
18
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.72M
|
-$1.33M
|
-11,116
|
-22%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$3.86M
|
-$120K
|
-999
|
-3%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$3.49M
|
-$202K
|
-1,687
|
-5%
|
|
|
21
|
|
$3.43M
|
-$2.28M
|
-19,021
|
-40%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.32M
|
+$86.4K
|
+721
|
+3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.31M
|
-$901K
|
-7,520
|
-21%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.28M
|
-$112K
|
-931
|
-3%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$2.97M
|
+$488K
|
+4,073
|
+20%
|
|
