|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.1M
|
+$5.53M
|
+97,510
|
+23%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$27.7M
|
+$1.85M
|
+32,686
|
+7%
|
|
|
3
|
|
$20M
|
+$679K
|
+11,972
|
+3%
|
|
|
4
|
|
$14.7M
|
-$104K
|
-1,829
|
-0.7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$276K
|
+4,873
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
-$1.6M
|
-28,248
|
-13%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$10.3M
|
+$10.8M
|
+190,938
|
New
|
|
|
8
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$10.3M
|
+$243K
|
+4,285
|
+2%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$7.73M
|
+$1.86M
|
+32,703
|
+29%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$7.25M
|
+$302K
|
+5,331
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.26M
|
-$1.39M
|
-24,503
|
-17%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$6.07M
|
+$40.1K
|
+706
|
+0.6%
|
|
|
13
|
|
$5.78M
|
+$413K
|
+7,273
|
+7%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$4.32M
|
+$77.7K
|
+1,369
|
+2%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.3M
|
+$125K
|
+2,205
|
+3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.89M
|
-$309K
|
-5,452
|
-7%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.84M
|
-$1.43M
|
-25,224
|
-26%
|
|
|
18
|
Equitable Holdings
New York
|
$3.73M
|
+$1.03M
|
+18,241
|
+37%
|
|
|
19
|
Martin & Co
Knoxville,
Tennessee
|
$3.45M
|
+$151K
|
+2,657
|
+4%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$3.15M
|
+$78K
|
+1,375
|
+2%
|
|
|
21
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.11M
|
+$3.28M
|
+57,854
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.02M
|
-$783K
|
-13,806
|
-20%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.63M
|
-$36.6K
|
-645
|
-1%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.46M
|
–
|
–
|
–
|
|
|
25
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.44M
|
-$36.9K
|
-650
|
-1%
|
|
