|
1
|
LPL Financial
San Diego,
California
|
$18.7M
|
+$1.84M
|
+29,273
|
+11%
|
|
|
2
|
|
$12.1M
|
-$1.81M
|
-28,844
|
-13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$206K
|
-3,276
|
-2%
|
|
|
4
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$6.34M
|
-$1.36M
|
-21,627
|
-18%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.79M
|
+$1.33M
|
+21,244
|
+30%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$5.28M
|
+$87.2K
|
+1,389
|
+2%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$4.22M
|
+$1.17M
|
+18,654
|
+38%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.75M
|
-$73.8K
|
-1,176
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.68M
|
-$156K
|
-2,489
|
-4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.62M
|
-$574K
|
-9,143
|
-14%
|
|
|
11
|
|
$2.71M
|
+$56.4K
|
+899
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.64M
|
+$331K
|
+5,269
|
+14%
|
|
|
13
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$2.24M
|
+$2.25M
|
+35,806
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.09M
|
+$44.4K
|
+708
|
+2%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$1.87M
|
+$126K
|
+2,000
|
+7%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.77M
|
–
|
–
|
–
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.6M
|
-$139K
|
-2,216
|
-8%
|
|
|
18
|
|
$1.47M
|
-$241K
|
-3,837
|
-14%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
-$412K
|
-6,562
|
-23%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.31M
|
-$285K
|
-4,541
|
-18%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
+$369K
|
+5,886
|
+39%
|
|
|
22
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.08M
|
-$4.77K
|
-76
|
-0.4%
|
|
|
23
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.04M
|
-$36.7K
|
-585
|
-3%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.03M
|
-$779K
|
-12,405
|
-43%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$992K
|
+$5.27K
|
+84
|
+0.5%
|
|
