|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$227M
|
+$186M
|
+1,489,376
|
+545%
|
|
|
2
|
Fisher Asset Management
Camas,
Washington
|
$223M
|
-$6.32M
|
-50,544
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$202M
|
-$2.26M
|
-18,071
|
-1%
|
|
|
4
|
|
$200M
|
+$72.3K
|
+578
|
+0%
|
|
|
5
|
Phoenix Financial
Givatayim,
Israel
|
$154M
|
–
|
–
|
–
|
|
|
6
|
|
$136M
|
+$85.4M
|
+682,543
|
+184%
|
|
|
7
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$107M
|
+$73.6M
|
+588,659
|
+247%
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$104M
|
+$101M
|
+805,296
|
New
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84.7M
|
-$1.03M
|
-8,245
|
-1%
|
|
|
10
|
|
$79.7M
|
-$4.24M
|
-33,892
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$79.2M
|
-$11.9M
|
-95,369
|
-13%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$76.1M
|
-$1.52M
|
-12,109
|
-2%
|
|
|
13
|
|
$61.3M
|
+$219K
|
+1,747
|
+0.4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$58.4M
|
-$9.66M
|
-77,224
|
-15%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$54M
|
+$2.4M
|
+19,167
|
+5%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$54M
|
+$12.7M
|
+101,848
|
+32%
|
|
|
17
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$46.9M
|
+$45.5M
|
+363,453
|
New
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46.8M
|
-$42.2M
|
-337,018
|
-48%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.3M
|
-$539K
|
-4,308
|
-1%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$36.8M
|
-$444K
|
-3,547
|
-1%
|
|
|
21
|
Principal Financial Group
Des Moines,
Iowa
|
$35.2M
|
+$5.01M
|
+40,008
|
+17%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$31.8M
|
+$6.49M
|
+51,894
|
+27%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.7M
|
-$3.65M
|
-29,189
|
-12%
|
|
|
24
|
|
$27.3M
|
+$24.5M
|
+196,072
|
+1,258%
|
|
|
25
|
Magnus Financial Group
New York
|
$25.9M
|
+$106K
|
+848
|
+0.4%
|
|
