|
1
|
Bank of America
Charlotte,
North Carolina
|
$30.6M
|
+$23.2M
|
+878,002
|
+379%
|
|
|
2
|
|
$16.8M
|
+$2.38M
|
+90,000
|
+17%
|
|
|
3
|
|
$14.3M
|
+$1.37M
|
+51,630
|
+11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.46M
|
-$954K
|
-36,054
|
-11%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.3M
|
+$103K
|
+3,878
|
+1%
|
|
|
6
|
The Family Firm
Bethesda,
Maryland
|
$8.11M
|
-$19.8K
|
-748
|
-0.3%
|
|
|
7
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$4.72M
|
-$26.8K
|
-1,011
|
-0.6%
|
|
|
8
|
Telemus Capital
Southfield,
Michigan
|
$4.47M
|
+$460K
|
+17,374
|
+12%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.23M
|
+$2.61M
|
+98,609
|
+180%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.89M
|
+$1.08M
|
+40,639
|
+40%
|
|
|
11
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$3.42M
|
-$881K
|
-33,307
|
-21%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$3.22M
|
-$212K
|
-8,000
|
-6%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$3.22M
|
+$15.2K
|
+575
|
+0.5%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.13M
|
+$429K
|
+16,220
|
+17%
|
|
|
15
|
Executive Wealth Management
Brighton,
Michigan
|
$3.04M
|
+$2.92M
|
+110,424
|
New
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.71M
|
+$1.74M
|
+65,583
|
+201%
|
|
|
17
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.57M
|
+$183K
|
+6,898
|
+8%
|
|
|
18
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.46M
|
+$152K
|
+5,759
|
+7%
|
|
|
19
|
|
$2.08M
|
+$693K
|
+26,196
|
+53%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.96M
|
+$1.88M
|
+71,172
|
New
|
|
|
21
|
Kesler Norman & Wride
Ogden,
Utah
|
$1.89M
|
-$8.87K
|
-335
|
-0.5%
|
|
|
22
|
Zeit Capital
Greenwood Village,
Colorado
|
$1.67M
|
+$22.3K
|
+841
|
+1%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.66M
|
-$215K
|
-8,114
|
-12%
|
|
|
24
|
Advisor OS
Chicago,
Illinois
|
$1.65M
|
+$1.58M
|
+59,806
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1.54M
|
+$1.48M
|
+55,963
|
New
|
|
