|
1
|
|
$220M
|
+$1.45M
|
+27,035
|
+0.7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$75.4M
|
-$1.1M
|
-20,483
|
-2%
|
|
|
3
|
Total Investment Management
Scottsdale,
Arizona
|
$56.9M
|
+$609K
|
+11,367
|
+1%
|
|
|
4
|
Golden State Wealth Management
Santa Ana,
California
|
$56.9M
|
+$54M
|
+1,006,379
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$43.5M
|
-$1.23M
|
-22,875
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$40.8M
|
-$1M
|
-18,721
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.9M
|
-$5.08M
|
-94,843
|
-12%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$35.5M
|
+$2.66M
|
+49,592
|
+9%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.2M
|
-$7.9M
|
-147,372
|
-19%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$22.1M
|
+$2.13M
|
+39,737
|
+11%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$20M
|
-$8.88M
|
-165,689
|
-32%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
+$379K
|
+7,073
|
+2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.4M
|
+$2.38M
|
+44,466
|
+25%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$11.2M
|
-$3.36M
|
-62,764
|
-24%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.2M
|
+$1.2M
|
+22,364
|
+14%
|
|
|
16
|
Peak Capital Management
Greenwood Village,
Colorado
|
$8.26M
|
+$996K
|
+18,569
|
+14%
|
|
|
17
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$7.39M
|
-$2.52M
|
-47,003
|
-26%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$7.21M
|
+$6.84M
|
+127,610
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.04M
|
-$607K
|
-11,320
|
-8%
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.63M
|
-$3.79M
|
-70,601
|
-38%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.98M
|
-$101K
|
-1,887
|
-2%
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$5.42M
|
+$3.46M
|
+64,514
|
+205%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.19M
|
+$341K
|
+6,367
|
+7%
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.55M
|
+$207K
|
+3,865
|
+5%
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$4.37M
|
-$749K
|
-13,964
|
-15%
|
|
