|
1
|
|
$160M
|
+$156M
|
+1,747,991
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$49.3M
|
-$8.26M
|
-92,384
|
-15%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$39.3M
|
-$62M
|
-694,071
|
-62%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.8M
|
-$46.8M
|
-523,152
|
-56%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33.9M
|
-$7.92M
|
-88,654
|
-19%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
+$3.92M
|
+43,811
|
+21%
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$21M
|
+$11.9M
|
+133,434
|
+137%
|
|
|
8
|
|
$19.1M
|
-$1.63M
|
-18,230
|
-8%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.1M
|
-$6.81M
|
-76,134
|
-27%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$15.1M
|
-$1.74M
|
-19,453
|
-11%
|
|
|
11
|
Toews Corporation
Northfield,
New Jersey
|
$15M
|
+$14.7M
|
+164,100
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
+$2.48M
|
+27,753
|
+23%
|
|
|
13
|
|
$11.3M
|
-$40.8K
|
-457
|
-71%
|
|
|
14
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.49M
|
-$62.5K
|
-699
|
-0.7%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.28M
|
–
|
–
|
–
|
|
|
16
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$7.77M
|
+$6.78M
|
+75,810
|
+10,924%
|
|
|
17
|
Barclays
London,
United Kingdom
|
$7.75M
|
+$7.59M
|
+84,900
|
New
|
|
|
18
|
Advisors Preferred
Rockville,
Maryland
|
$7.73M
|
+$7.59M
|
+84,900
|
New
|
|
|
19
|
|
$7.32M
|
+$7.17M
|
+80,237
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$6.39M
|
+$556K
|
+6,221
|
+10%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$5.86M
|
-$48K
|
-537
|
-0.8%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$5.84M
|
-$9.03M
|
-100,968
|
-61%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.77M
|
-$34.6K
|
-387
|
-0.6%
|
|
|
24
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.47M
|
-$130K
|
-1,449
|
-2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.38M
|
-$59.6K
|
-667
|
-1%
|
|
