|
1
|
|
$183M
|
-$10.8M
|
-102,459
|
-6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$55.2M
|
-$4.42M
|
-42,115
|
-7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$47.9M
|
-$6.22M
|
-59,187
|
-11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
-$1.9M
|
-18,052
|
-6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.5M
|
+$57K
|
+543
|
+0.2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$24M
|
-$687K
|
-6,543
|
-3%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$18.8M
|
+$9.38M
|
+89,294
|
+98%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.1M
|
-$310K
|
-2,955
|
-2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.1M
|
-$641K
|
-6,102
|
-4%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.9M
|
-$1.67M
|
-15,895
|
-12%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
-$201K
|
-1,915
|
-2%
|
|
|
12
|
|
$10.9M
|
-$440K
|
-4,190
|
-4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
+$241K
|
+2,292
|
+2%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.06M
|
+$60.2K
|
+573
|
+0.7%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.22M
|
+$221K
|
+2,105
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8M
|
-$423K
|
-4,027
|
-5%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.83M
|
-$927K
|
-8,829
|
-12%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.81M
|
+$124K
|
+1,183
|
+2%
|
|
|
19
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$4.95M
|
-$154K
|
-1,465
|
-3%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$4.68M
|
+$1.03M
|
+9,842
|
+28%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$4.29M
|
-$59.9K
|
-570
|
-1%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.17M
|
-$158K
|
-1,507
|
-4%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$4.08M
|
-$2.2M
|
-20,944
|
-35%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$3.91M
|
-$287K
|
-2,729
|
-7%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$3.81M
|
+$27.4K
|
+261
|
+0.7%
|
|
