|
1
|
|
$92.9M
|
-$62.6M
|
-1,299,720
|
-41%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$88.8M
|
+$4M
|
+82,993
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$44.9M
|
-$36.6M
|
-760,717
|
-46%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$37.9M
|
-$5.18M
|
-107,480
|
-12%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$34.5M
|
-$13.2M
|
-273,838
|
-28%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$28.4M
|
+$1.19M
|
+24,635
|
+5%
|
|
|
7
|
Capital Performance Advisors
Walnut Creek,
California
|
$18.8M
|
+$277K
|
+5,750
|
+2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$18.5M
|
+$3.19M
|
+66,202
|
+22%
|
|
|
9
|
Two Sigma Investments
New York
|
$17.3M
|
+$16.8M
|
+349,700
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.7M
|
+$1.92M
|
+39,872
|
+13%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$4.52M
|
+93,827
|
+52%
|
|
|
12
|
Csenge Advisory Group
Clearwater,
Florida
|
$12.5M
|
+$435K
|
+9,041
|
+4%
|
|
|
13
|
Rockport Wealth
Fairview Park,
Ohio
|
$11.3M
|
+$10.7M
|
+221,507
|
+3,196%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$10.6M
|
-$5.38M
|
-111,793
|
-34%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.75M
|
-$4.24M
|
-88,113
|
-33%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.53M
|
-$11.4K
|
-237
|
-0.1%
|
|
|
17
|
Delos Wealth Advisors
Dallas,
Texas
|
$8.11M
|
+$382K
|
+7,930
|
+5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.02M
|
+$104K
|
+2,152
|
+1%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.84M
|
+$36.2K
|
+751
|
+0.5%
|
|
|
20
|
Summit Financial
Parsippany,
New Jersey
|
$7.76M
|
-$172K
|
-3,568
|
-2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.56M
|
+$440K
|
+9,128
|
+6%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.31M
|
+$659K
|
+13,682
|
+10%
|
|
|
23
|
Virtue Capital Management
Brentwood,
Tennessee
|
$7.07M
|
+$6.89M
|
+143,002
|
New
|
|
|
24
|
Milestones Private Investment Advisors
Fairport,
New York
|
$6.06M
|
+$187K
|
+3,892
|
+3%
|
|
|
25
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.62M
|
+$22.1K
|
+458
|
+0.5%
|
|
