|
1
|
|
$134M
|
-$46.1M
|
-424,723
|
-25%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$61.5M
|
+$10.9M
|
+99,996
|
+20%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$39M
|
-$7.41M
|
-68,254
|
-15%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$30M
|
+$31.3M
|
+287,897
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$29.4M
|
-$511K
|
-4,710
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$21.6M
|
-$6.15M
|
-56,589
|
-21%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$18M
|
-$576K
|
-5,306
|
-3%
|
|
|
8
|
|
$16.8M
|
+$5.31M
|
+48,863
|
+43%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.3M
|
-$303K
|
-2,792
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$9.7M
|
+$2.1M
|
+19,384
|
+26%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.3M
|
+$8.66M
|
+79,721
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.24M
|
-$2.4M
|
-22,095
|
-24%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.08M
|
-$535K
|
-4,929
|
-7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.01M
|
+$216K
|
+1,985
|
+3%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.74M
|
+$57K
|
+525
|
+0.8%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.17M
|
-$11.2M
|
-103,551
|
-64%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.76M
|
-$140K
|
-1,288
|
-2%
|
|
|
18
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$4.93M
|
-$163K
|
-1,505
|
-3%
|
|
|
19
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.75M
|
+$3.91M
|
+36,045
|
New
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.66M
|
-$321K
|
-2,956
|
-8%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$3.22M
|
-$255K
|
-2,349
|
-7%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$3.21M
|
-$80.7K
|
-743
|
-2%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$2.95M
|
+$117K
|
+1,075
|
+4%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$2.86M
|
-$369K
|
-3,396
|
-11%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$2.81M
|
-$918K
|
-8,457
|
-24%
|
|
