|
1
|
Bank of America
Charlotte,
North Carolina
|
$51.8M
|
-$6.42M
|
-158,564
|
-11%
|
|
|
2
|
|
$37.9M
|
+$362K
|
+8,936
|
+1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
+$696K
|
+17,193
|
+4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.5M
|
-$1.08M
|
-26,791
|
-8%
|
|
|
5
|
|
$12.3M
|
-$216K
|
-5,342
|
-2%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.3M
|
-$3.04M
|
-75,187
|
-20%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
-$79.2K
|
-1,957
|
-0.7%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$10.8M
|
+$285K
|
+7,042
|
+3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.24M
|
-$3.17M
|
-78,217
|
-28%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$5.51M
|
+$2.6M
|
+64,328
|
+91%
|
|
|
11
|
Sachetta
Lynnfield,
Massachusetts
|
$5.34M
|
+$5.31M
|
+131,213
|
New
|
|
|
12
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$5.05M
|
+$84.3K
|
+2,082
|
+2%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.9M
|
+$101K
|
+2,499
|
+2%
|
|
|
14
|
Great Lakes Retirement
Sandusky,
Ohio
|
$4.59M
|
+$341K
|
+8,437
|
+8%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$4.49M
|
-$161K
|
-3,983
|
-3%
|
|
|
16
|
Principal Financial Group
Des Moines,
Iowa
|
$4.29M
|
–
|
–
|
–
|
|
|
17
|
BNP Paribas Financial Markets
Paris,
France
|
$4.1M
|
+$2.05M
|
+50,588
|
+101%
|
|
|
18
|
Theory Financial
Fort Collins,
Colorado
|
$3.68M
|
+$115K
|
+2,848
|
+3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.61M
|
+$148K
|
+3,648
|
+4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.33M
|
+$2.76M
|
+68,322
|
+512%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$3.24M
|
+$159K
|
+3,931
|
+5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.12M
|
-$1.25M
|
-30,906
|
-29%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$2.87M
|
+$67.7K
|
+1,673
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.76M
|
-$184K
|
-4,536
|
-6%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.48M
|
-$17.8K
|
-440
|
-0.7%
|
|
