|
1
|
Bank of America
Charlotte,
North Carolina
|
$99.6M
|
+$12.4M
|
+305,737
|
+12%
|
|
|
2
|
|
$56.8M
|
-$207K
|
-5,094
|
-0.3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$32.5M
|
+$18.2M
|
+448,597
|
+99%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.9M
|
-$825K
|
-20,328
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$2.86M
|
+70,559
|
+20%
|
|
|
6
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$14.2M
|
-$7.41M
|
-182,450
|
-32%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.6M
|
+$5.36M
|
+131,935
|
+60%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$12.3M
|
-$1.21M
|
-29,852
|
-8%
|
|
|
9
|
|
$12.2M
|
+$3.8M
|
+93,555
|
+38%
|
|
|
10
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$11.6M
|
+$7.05M
|
+173,645
|
+118%
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$9.46M
|
-$470K
|
-11,573
|
-4%
|
|
|
12
|
O'Donnell Financial Services
San Rafael,
California
|
$6.72M
|
+$7.59M
|
+187,102
|
New
|
|
|
13
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.65M
|
-$804K
|
-19,819
|
-10%
|
|
|
14
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$6.56M
|
-$30.6K
|
-754
|
-0.4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$6.2M
|
-$311K
|
-7,655
|
-4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.3M
|
+$1.02M
|
+25,054
|
+20%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.27M
|
-$1.84M
|
-45,299
|
-24%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$5.18M
|
+$3.04K
|
+75
|
+0.1%
|
|
|
19
|
Menlo Advisors
Menlo Park,
California
|
$5.16M
|
+$2.15M
|
+52,935
|
+58%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.03M
|
+$298K
|
+7,339
|
+6%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.85M
|
+$2.85M
|
+70,190
|
+109%
|
|
|
22
|
|
$4.67M
|
+$5.27M
|
+129,831
|
New
|
|
|
23
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$4.23M
|
-$627K
|
-15,435
|
-12%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.12M
|
-$2.53M
|
-62,356
|
-35%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$4.11M
|
-$467K
|
-11,499
|
-9%
|
|
