|
1
|
|
$36.9M
|
-$4.58M
|
-111,574
|
-12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31.5M
|
-$23.5M
|
-572,111
|
-45%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.3M
|
-$3.32M
|
-80,849
|
-17%
|
|
|
4
|
|
$12.6M
|
-$904K
|
-22,035
|
-7%
|
|
|
5
|
The Family Firm
Bethesda,
Maryland
|
$12.1M
|
+$152K
|
+3,712
|
+1%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
-$358K
|
-8,733
|
-3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.2M
|
-$2.17M
|
-52,980
|
-18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.02M
|
-$73K
|
-1,778
|
-0.9%
|
|
|
9
|
Executive Wealth Management
Brighton,
Michigan
|
$6.33M
|
+$5.73M
|
+139,621
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.97M
|
-$7.15M
|
-174,250
|
-57%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$5.7M
|
+$110K
|
+2,671
|
+2%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.47M
|
+$52.5K
|
+1,279
|
+1%
|
|
|
13
|
Sachetta
Lynnfield,
Massachusetts
|
$5.34M
|
–
|
–
|
–
|
|
|
14
|
Great Lakes Retirement
Sandusky,
Ohio
|
$5.33M
|
+$236K
|
+5,754
|
+5%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$4.96M
|
+$1.81K
|
+44
|
+0%
|
|
|
16
|
BNP Paribas Financial Markets
Paris,
France
|
$4.55M
|
+$20.5K
|
+500
|
+0.5%
|
|
|
17
|
Omnia Family Wealth
Aventura,
Florida
|
$4.47M
|
+$4.07M
|
+99,287
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$4.23M
|
-$1.7M
|
-41,365
|
-31%
|
|
|
19
|
Norris Financial Group
Greenville,
South Carolina
|
$4M
|
+$1.97M
|
+48,081
|
+118%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$3.71M
|
+$120K
|
+2,926
|
+4%
|
|
|
21
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.56M
|
+$3.25M
|
+79,074
|
New
|
|
|
22
|
Atria Wealth Solutions
New York
|
$3.24M
|
+$57.5K
|
+1,401
|
+2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.18M
|
-$733K
|
-17,861
|
-20%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.1M
|
-$526K
|
-12,827
|
-16%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.09M
|
+$38.8K
|
+945
|
+1%
|
|
