|
1
|
|
$213M
|
+$7.48M
|
+162,242
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$97.8M
|
-$17.2M
|
-372,139
|
-15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$87.3M
|
-$2.4M
|
-52,105
|
-3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86.3M
|
-$1.48M
|
-31,994
|
-2%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$62.3M
|
+$2.81M
|
+60,909
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$61.5M
|
+$3.56M
|
+77,292
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$52.6M
|
-$6.47M
|
-140,394
|
-11%
|
|
|
8
|
First Trust Advisors
Wheaton,
Illinois
|
$51.9M
|
+$9.22M
|
+199,958
|
+21%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42M
|
+$7.66M
|
+166,180
|
+22%
|
|
|
10
|
Flaharty Asset Management
Clearwater,
Florida
|
$33.9M
|
+$590K
|
+12,795
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.3M
|
+$3.38M
|
+73,314
|
+11%
|
|
|
12
|
Welch & Forbes
Boston,
Massachusetts
|
$28.3M
|
+$517K
|
+11,224
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.2M
|
-$5.48M
|
-118,775
|
-17%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.7M
|
+$832K
|
+18,048
|
+4%
|
|
|
15
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$23.7M
|
+$1.82M
|
+39,431
|
+8%
|
|
|
16
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$23.3M
|
+$6.77M
|
+146,779
|
+40%
|
|
|
17
|
TL Private Wealth
Southlake,
Texas
|
$21.4M
|
+$1.8K
|
+39
|
+0%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$20.7M
|
+$1.05M
|
+22,675
|
+5%
|
|
|
19
|
Virtue Capital Management
Brentwood,
Tennessee
|
$17.9M
|
+$2.42M
|
+52,476
|
+16%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.7M
|
+$1.98M
|
+42,968
|
+12%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$16.3M
|
+$675K
|
+14,646
|
+4%
|
|
|
22
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$16M
|
+$429K
|
+9,307
|
+3%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15M
|
+$245K
|
+5,312
|
+2%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
+$243K
|
+5,277
|
+2%
|
|
|
25
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$10.6M
|
+$1.56M
|
+33,841
|
+17%
|
|
