|
1
|
|
$65.7M
|
+$2.15M
|
+17,279
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$43.6M
|
+$14M
|
+112,627
|
+41%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$32.1M
|
+$3.94M
|
+31,664
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.5M
|
-$451K
|
-3,629
|
-3%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$13.6M
|
+$365K
|
+2,931
|
+2%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$11M
|
+$2.43M
|
+19,502
|
+25%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11M
|
-$335K
|
-2,690
|
-3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.91M
|
+$245K
|
+1,972
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.27M
|
-$290K
|
-2,330
|
-3%
|
|
|
10
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$7.41M
|
-$183K
|
-1,475
|
-2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$6.65M
|
-$213K
|
-1,712
|
-3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.62M
|
-$210K
|
-1,688
|
-3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.58M
|
-$57.5K
|
-462
|
-0.8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.74M
|
+$38.9K
|
+313
|
+0.6%
|
|
|
15
|
BNP Paribas Financial Markets
Paris,
France
|
$5.59M
|
+$6.22M
|
+50,000
|
New
|
|
|
16
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$5.29M
|
+$7.34M
|
+59,009
|
New
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.26M
|
-$46.2K
|
-371
|
-0.8%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$4.54M
|
-$1.16M
|
-9,337
|
-19%
|
|
|
19
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$4.29M
|
-$165K
|
-1,323
|
-3%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.2M
|
+$107K
|
+859
|
+3%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$3.17M
|
-$97.3K
|
-782
|
-3%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$3.16M
|
-$496K
|
-3,987
|
-12%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.08M
|
-$16.2K
|
-130
|
-0.5%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.96M
|
-$118K
|
-949
|
-3%
|
|
|
25
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.54M
|
-$2.09M
|
-16,783
|
-42%
|
|
