|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$71.4M
|
+$13.1M
|
+655,564
|
+24%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$35.2M
|
+$8.95M
|
+448,809
|
+36%
|
|
|
3
|
|
$18.1M
|
-$2.66M
|
-133,240
|
-13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$9.4M
|
+471,586
|
+283%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$1.3M
|
+65,156
|
+12%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$1.71M
|
+85,854
|
+17%
|
|
|
7
|
Moneywise Inc
Forest,
Virginia
|
$8.62M
|
-$43.2K
|
-2,167
|
-0.5%
|
|
|
8
|
AlphaQ Advisors
Winter Park,
Florida
|
$8.54M
|
+$1.06M
|
+53,318
|
+15%
|
|
|
9
|
TruWealth Advisors
Metairie,
Louisiana
|
$8.21M
|
+$475K
|
+23,799
|
+6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.99M
|
-$588K
|
-29,501
|
-9%
|
|
|
11
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$5.99M
|
+$561K
|
+28,138
|
+11%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.52M
|
-$35.9K
|
-1,801
|
-0.7%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.77M
|
-$276K
|
-13,834
|
-6%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.59M
|
-$185K
|
-9,253
|
-5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.29M
|
-$2.16M
|
-108,127
|
-41%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.99M
|
+$1.29M
|
+64,902
|
+83%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.28M
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.01M
|
+$105K
|
+5,258
|
+6%
|
|
|
19
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.98M
|
-$380K
|
-19,043
|
-17%
|
|
|
20
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$1.91M
|
+$87.5K
|
+4,390
|
+5%
|
|
|
21
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1.79M
|
+$134K
|
+6,708
|
+8%
|
|
|
22
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.55M
|
-$81.3K
|
-4,079
|
-5%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$1.52M
|
+$367K
|
+18,387
|
+34%
|
|
|
24
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.38M
|
+$54.2K
|
+2,718
|
+4%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.18M
|
-$45.5K
|
-2,284
|
-4%
|
|
