|
1
|
Bank of America
Charlotte,
North Carolina
|
$48M
|
+$13.9M
|
+466,977
|
+42%
|
|
|
2
|
|
$20.6M
|
+$2.04M
|
+68,408
|
+11%
|
|
|
3
|
|
$15.8M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.28M
|
-$61K
|
-2,043
|
-0.7%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.1M
|
-$59K
|
-1,975
|
-0.7%
|
|
|
6
|
The Family Firm
Bethesda,
Maryland
|
$8.84M
|
-$103K
|
-3,439
|
-1%
|
|
|
7
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$5.71M
|
+$486K
|
+16,269
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.61M
|
+$921K
|
+30,840
|
+20%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.54M
|
+$2.05M
|
+68,622
|
+60%
|
|
|
10
|
Telemus Capital
Southfield,
Michigan
|
$4.88M
|
+$9.26K
|
+310
|
+0.2%
|
|
|
11
|
Executive Wealth Management
Brighton,
Michigan
|
$4.06M
|
+$685K
|
+22,946
|
+21%
|
|
|
12
|
Kesler Norman & Wride
Ogden,
Utah
|
$4.03M
|
+$2.13M
|
+71,260
|
+104%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$3.56M
|
+$4.69K
|
+157
|
+0.1%
|
|
|
14
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$3.54M
|
-$232K
|
-7,753
|
-6%
|
|
|
15
|
|
$3.44M
|
+$1.13M
|
+37,964
|
+50%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$3.23M
|
-$322K
|
-10,766
|
-9%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.93M
|
+$2.47M
|
+82,611
|
+610%
|
|
|
18
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.85M
|
+$140K
|
+4,671
|
+5%
|
|
|
19
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.73M
|
-$110K
|
-3,689
|
-4%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.6M
|
-$382K
|
-12,794
|
-13%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.59M
|
-$1.67M
|
-56,025
|
-40%
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$2.09M
|
+$2.04M
|
+68,312
|
+13,500%
|
|
|
23
|
Advisor OS
Chicago,
Illinois
|
$2.01M
|
+$190K
|
+6,350
|
+11%
|
|
|
24
|
Zeit Capital
Greenwood Village,
Colorado
|
$1.89M
|
+$48.1K
|
+1,611
|
+3%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.74M
|
-$85.3K
|
-2,857
|
-5%
|
|
