|
1
|
Simplicity Wealth
Summit,
New Jersey
|
$16.1M
|
+$248K
|
+4,541
|
+2%
|
|
|
2
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$14.2M
|
+$242K
|
+4,428
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
-$2.74M
|
-50,182
|
-17%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$13.1M
|
-$1.58M
|
-28,979
|
-11%
|
|
|
5
|
|
$10.1M
|
-$145K
|
-2,660
|
-1%
|
|
|
6
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.51M
|
+$2.29M
|
+41,881
|
+56%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.81M
|
-$4.51M
|
-82,540
|
-49%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$4.37M
|
-$358K
|
-6,564
|
-8%
|
|
|
9
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$4.34M
|
+$4.27M
|
+78,119
|
New
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$3.92M
|
+$933K
|
+17,091
|
+32%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.55M
|
+$30.7K
|
+563
|
+0.9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.97M
|
-$64.2K
|
-1,175
|
-2%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$2.95M
|
+$101K
|
+1,846
|
+4%
|
|
|
14
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.6M
|
-$4.73M
|
-86,536
|
-65%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$2.39M
|
+$225K
|
+4,114
|
+11%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.26M
|
+$22.6K
|
+413
|
+1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.07M
|
-$912K
|
-16,703
|
-31%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$1.67M
|
-$42.9K
|
-785
|
-3%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1.48M
|
+$55.6K
|
+1,018
|
+4%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.4M
|
+$1.37M
|
+25,145
|
New
|
|
|
21
|
|
$1.02M
|
+$515K
|
+9,427
|
+105%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$987K
|
-$415K
|
-7,591
|
-30%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$966K
|
+$30.9K
|
+566
|
+3%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$938K
|
-$3.43M
|
-62,785
|
-79%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$929K
|
-$602K
|
-11,033
|
-40%
|
|
