|
1
|
|
$76.2M
|
-$6.26M
|
-72,122
|
-8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$72.6M
|
-$4.32M
|
-49,767
|
-6%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$48.6M
|
+$980K
|
+11,297
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$44.4M
|
+$6.84M
|
+78,835
|
+19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$32.1M
|
-$3.7M
|
-42,688
|
-11%
|
|
|
6
|
Capital Performance Advisors
Walnut Creek,
California
|
$24.1M
|
-$688K
|
-7,930
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$8.57M
|
+98,860
|
+95%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
-$898K
|
-10,354
|
-5%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14.4M
|
+$3.06M
|
+35,328
|
+29%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$14.2M
|
-$222K
|
-2,554
|
-2%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.7M
|
+$532K
|
+6,138
|
+6%
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$9.01M
|
+$193K
|
+2,222
|
+2%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.94M
|
-$272K
|
-3,135
|
-3%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$7.21M
|
-$955K
|
-11,008
|
-12%
|
|
|
15
|
Virtue Capital Management
Brentwood,
Tennessee
|
$7.05M
|
-$425K
|
-4,904
|
-6%
|
|
|
16
|
Monument Capital Management
Alexandria,
Virginia
|
$5.82M
|
-$5.12K
|
-59
|
-0.1%
|
|
|
17
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$5.63M
|
+$1.82M
|
+20,997
|
+51%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.95M
|
+$1.99M
|
+22,902
|
+73%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.82M
|
+$1.62M
|
+18,659
|
+55%
|
|
|
20
|
BNP Paribas Financial Markets
Paris,
France
|
$4.56M
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.38M
|
-$768K
|
-8,849
|
-16%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$4.22M
|
+$4M
|
+46,082
|
+19,042%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.08M
|
-$2.91M
|
-33,568
|
-43%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.87M
|
-$1.51M
|
-17,375
|
-29%
|
|
|
25
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.66M
|
+$106K
|
+1,220
|
+3%
|
|
