|
1
|
|
$37.6M
|
+$1.58M
|
+35,189
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
-$1.47M
|
-32,832
|
-5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
+$325K
|
+7,249
|
+2%
|
|
|
4
|
|
$12.9M
|
+$591K
|
+13,166
|
+5%
|
|
|
5
|
The Family Firm
Bethesda,
Maryland
|
$12.6M
|
+$9.58M
|
+213,332
|
+80%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.9M
|
+$322K
|
+7,166
|
+3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.8M
|
-$227K
|
-5,053
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.12M
|
+$306K
|
+6,813
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$6.26M
|
+$5.52M
|
+122,978
|
+640%
|
|
|
10
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$5.83M
|
+$267K
|
+5,952
|
+5%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.75M
|
-$90.7K
|
-2,021
|
-2%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.36M
|
+$5.12K
|
+114
|
+0.1%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$4.82M
|
-$35.9K
|
-800
|
-0.7%
|
|
|
14
|
Omnia Family Wealth
Aventura,
Florida
|
$4.49M
|
+$119K
|
+2,659
|
+3%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$4.14M
|
-$1.89K
|
-42
|
-0%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$3.26M
|
-$377K
|
-8,398
|
-10%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.25M
|
+$237K
|
+5,281
|
+8%
|
|
|
18
|
Norris Financial Group
Greenville,
South Carolina
|
$3.21M
|
-$713K
|
-15,876
|
-18%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$3.19M
|
+$27.5K
|
+613
|
+0.9%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.89M
|
-$55K
|
-1,225
|
-2%
|
|
|
21
|
Two Sigma Investments
New York
|
$2.87M
|
+$2.93M
|
+65,300
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.85M
|
-$186K
|
-4,150
|
-6%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.54M
|
-$33.7K
|
-750
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.41M
|
-$718K
|
-15,992
|
-23%
|
|
|
25
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.11M
|
-$46.5K
|
-1,035
|
-2%
|
|
