|
1
|
Wells Fargo
San Francisco,
California
|
$22.9M
|
-$1.31M
|
-24,283
|
-6%
|
|
|
2
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$11.2M
|
+$1.18M
|
+21,884
|
+13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11.1M
|
-$249K
|
-4,621
|
-2%
|
|
|
4
|
|
$9.82M
|
-$449K
|
-8,317
|
-5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$6.19M
|
-$133K
|
-2,473
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.07M
|
-$165K
|
-3,064
|
-3%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.26M
|
+$122K
|
+2,255
|
+3%
|
|
|
8
|
|
$5.08M
|
-$341K
|
-6,312
|
-7%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.17M
|
+$299K
|
+5,533
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.37M
|
-$762K
|
-14,118
|
-19%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$3.32M
|
-$507K
|
-9,394
|
-14%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.28M
|
-$579K
|
-10,738
|
-16%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.13M
|
+$211K
|
+3,902
|
+8%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$2.94M
|
-$1.21M
|
-22,492
|
-30%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.37M
|
-$396K
|
-7,341
|
-15%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.13M
|
+$147K
|
+2,724
|
+8%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.73M
|
+$1.13M
|
+20,901
|
+220%
|
|
|
18
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.61M
|
+$1.3M
|
+24,017
|
+569%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$1.5M
|
-$230K
|
-4,265
|
-14%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$1.36M
|
+$57.8K
|
+1,071
|
+5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.34M
|
-$167K
|
-3,094
|
-12%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.27M
|
-$2.36M
|
-43,727
|
-66%
|
|
|
23
|
HBW Advisory Services
Simi Valley,
California
|
$1.17M
|
+$243K
|
+4,499
|
+28%
|
|
|
24
|
Purus Wealth Management
Newport Beach,
California
|
$921K
|
-$38.2K
|
-708
|
-4%
|
|
|
25
|
GTS Securities
Miami,
Florida
|
$821K
|
-$1.13M
|
-20,938
|
-59%
|
|
