|
1
|
|
$576M
|
+$50.5M
|
+1,569,528
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$252M
|
-$45M
|
-1,398,932
|
-16%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$157M
|
+$3.3M
|
+102,356
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$111M
|
-$11M
|
-341,096
|
-9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$88.3M
|
-$1.89M
|
-58,770
|
-2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$62.2M
|
-$5.14M
|
-159,718
|
-8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$61.4M
|
-$7.4M
|
-229,704
|
-11%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$59.3M
|
-$8.23M
|
-255,676
|
-13%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.8M
|
-$3.06M
|
-94,906
|
-5%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$53.8M
|
-$9.68M
|
-300,610
|
-16%
|
|
|
11
|
Brouwer & Janachowski
Mill Valley,
California
|
$52.6M
|
-$1.85M
|
-57,450
|
-4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.3M
|
-$29.9K
|
-930
|
-0.1%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$44.2M
|
+$42.2M
|
+1,311,286
|
New
|
|
|
14
|
Lenox Wealth Advisors
New York
|
$27.3M
|
-$142K
|
-4,404
|
-0.5%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.7M
|
+$709K
|
+22,028
|
+3%
|
|
|
16
|
Hantz Financial Services
Southfield,
Michigan
|
$23.4M
|
-$258K
|
-8,002
|
-1%
|
|
|
17
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$23.3M
|
-$9.43M
|
-292,952
|
-30%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18M
|
+$566K
|
+17,582
|
+3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.4M
|
+$1.4M
|
+43,406
|
+9%
|
|
|
20
|
IFG Advisory
Atlanta,
Georgia
|
$16.1M
|
-$5.59M
|
-173,506
|
-27%
|
|
|
21
|
Prism Advisors
Studio City,
California
|
$15.3M
|
+$14.6M
|
+454,316
|
New
|
|
|
22
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$15.3M
|
+$135K
|
+4,198
|
+0.9%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
+$558K
|
+17,320
|
+4%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$14.6M
|
-$418K
|
-12,988
|
-3%
|
|
|
25
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$14.2M
|
+$491K
|
+15,236
|
+4%
|
|
