|
1
|
UBS Group
Zurich,
Switzerland
|
$27.1M
|
-$3.97M
|
-180,085
|
-14%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12M
|
+$1.13M
|
+51,544
|
+12%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11M
|
+$488K
|
+22,157
|
+5%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$7.31M
|
+$7.22K
|
+328
|
+0.1%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$7.24M
|
+$5.81M
|
+263,900
|
+952%
|
|
|
6
|
Brookwood Investment Group
Phoenix,
Arizona
|
$6.57M
|
-$793K
|
-36,004
|
-12%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.09M
|
+$628K
|
+28,505
|
+13%
|
|
|
8
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$3.22M
|
+$155K
|
+7,057
|
+6%
|
|
|
9
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$2.14M
|
+$561K
|
+25,500
|
+42%
|
|
|
10
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.86M
|
-$52.9K
|
-2,403
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.74M
|
+$241K
|
+10,935
|
+19%
|
|
|
12
|
Advisory Advocates
Grand Rapids,
Michigan
|
$1.71M
|
+$81.5K
|
+3,700
|
+6%
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.66M
|
-$90.8K
|
-4,126
|
-6%
|
|
|
14
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$1.54M
|
+$41.2K
|
+1,873
|
+3%
|
|
|
15
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.5M
|
–
|
–
|
–
|
|
|
16
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$1.43M
|
+$950K
|
+43,125
|
+299%
|
|
|
17
|
Western Wealth Management
Golden,
Colorado
|
$1.28M
|
-$149K
|
-6,777
|
-12%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.14M
|
+$750K
|
+34,079
|
+240%
|
|
|
19
|
&Partners
Nashville,
Tennessee
|
$1.03M
|
+$86.5K
|
+3,929
|
+10%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.03M
|
-$23.6K
|
-1,072
|
-3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$874K
|
+$13.7K
|
+622
|
+2%
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
$830K
|
+$44K
|
+2,000
|
+6%
|
|
|
23
|
Balentine LLC
Atlanta,
Georgia
|
$757K
|
–
|
–
|
–
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$512K
|
+$111K
|
+5,055
|
+32%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$325K
|
+$323K
|
+14,690
|
New
|
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