|
1
|
Bank of America
Charlotte,
North Carolina
|
$39M
|
+$1.01M
|
+31,886
|
+3%
|
|
|
2
|
|
$20.7M
|
-$618K
|
-19,594
|
-3%
|
|
|
3
|
|
$16.4M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.78M
|
-$168K
|
-5,328
|
-2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.34M
|
+$80.9K
|
+2,566
|
+0.9%
|
|
|
6
|
The Family Firm
Bethesda,
Maryland
|
$8.89M
|
-$545K
|
-17,276
|
-6%
|
|
|
7
|
|
$6.32M
|
+$1.36M
|
+43,230
|
+27%
|
|
|
8
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.27M
|
+$85.8K
|
+2,719
|
+1%
|
|
|
9
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$5.74M
|
-$40.5K
|
-1,284
|
-0.7%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.69M
|
-$63.5K
|
-2,012
|
-1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.21M
|
+$339K
|
+10,737
|
+7%
|
|
|
12
|
Telemus Capital
Southfield,
Michigan
|
$4.55M
|
-$119K
|
-3,765
|
-3%
|
|
|
13
|
Executive Wealth Management
Brighton,
Michigan
|
$4.04M
|
+$4.05M
|
+128,507
|
New
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$3.95M
|
+$210K
|
+6,645
|
+6%
|
|
|
15
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3.33M
|
+$99.4K
|
+3,151
|
+3%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$3.29M
|
-$77.5K
|
-2,458
|
-2%
|
|
|
17
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$3.26M
|
+$408K
|
+12,938
|
+14%
|
|
|
18
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.95M
|
-$128K
|
-4,062
|
-4%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.65M
|
-$210K
|
-6,659
|
-7%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.59M
|
-$344K
|
-10,913
|
-12%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.18M
|
-$409K
|
-12,980
|
-16%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.06M
|
+$74K
|
+2,345
|
+4%
|
|
|
23
|
Zeit Capital
Greenwood Village,
Colorado
|
$1.99M
|
+$4.01K
|
+127
|
+0.2%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.88M
|
+$389K
|
+12,346
|
+26%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.75M
|
-$47.3K
|
-1,501
|
-3%
|
|
