|
1
|
|
$27M
|
-$250K
|
-10,224
|
-0.9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.1M
|
+$20.4M
|
+835,303
|
+1,080%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$19.6M
|
+$19.7M
|
+806,005
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.8M
|
-$23.8M
|
-975,581
|
-58%
|
|
|
5
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$15M
|
+$2.57M
|
+105,044
|
+20%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.72M
|
+$6.22M
|
+254,584
|
+243%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.65M
|
-$946K
|
-38,725
|
-10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.62M
|
+$6.89M
|
+281,994
|
+386%
|
|
|
9
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$8.4M
|
+$618K
|
+25,310
|
+8%
|
|
|
10
|
PFS Investments
Duluth,
Georgia
|
$6.83M
|
+$487K
|
+19,915
|
+8%
|
|
|
11
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.73M
|
+$91.5K
|
+3,744
|
+2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$4.82M
|
+$4.85M
|
+198,502
|
New
|
|
|
13
|
Snowden Capital Advisors
New York
|
$4.47M
|
+$374K
|
+15,286
|
+9%
|
|
|
14
|
Vicus Capital
State College,
Pennsylvania
|
$3.3M
|
+$745K
|
+30,472
|
+29%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$2.86M
|
–
|
–
|
–
|
|
|
16
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$2.72M
|
-$414K
|
-16,959
|
-13%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.64M
|
+$1.63M
|
+66,802
|
+159%
|
|
|
18
|
Centric Wealth Management
Chicago,
Illinois
|
$2.17M
|
+$2.18M
|
+89,186
|
New
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.08M
|
+$2.1M
|
+85,799
|
New
|
|
|
20
|
|
$2.06M
|
-$506K
|
-20,697
|
-20%
|
|
|
21
|
TruWealth Advisors
Metairie,
Louisiana
|
$2.03M
|
+$2.04M
|
+83,572
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.97M
|
-$423K
|
-17,313
|
-18%
|
|
|
23
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.69M
|
+$626K
|
+25,606
|
+58%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.46M
|
-$128K
|
-5,223
|
-8%
|
|
|
25
|
1776 Wealth
Atlanta,
Georgia
|
$1.36M
|
–
|
–
|
–
|
|
