|
1
|
TIAA FSB
Jacksonville,
Florida
|
$77.8M
|
-$2.56M
|
-61,303
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$71.8M
|
+$58.8M
|
+1,408,614
|
+902%
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$11M
|
+$10.1M
|
+240,776
|
New
|
|
|
4
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$8.8M
|
+$122K
|
+2,917
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.28M
|
+$1.17M
|
+27,919
|
+18%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.34M
|
+$2.99M
|
+71,515
|
+81%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.25M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.45M
|
+$159K
|
+3,803
|
+4%
|
|
|
9
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$4.37M
|
+$2.98M
|
+71,472
|
+301%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.95M
|
+$765K
|
+18,315
|
+27%
|
|
|
11
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.49M
|
+$34.4K
|
+825
|
+1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.94M
|
+$166K
|
+3,972
|
+7%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.24M
|
+$376K
|
+8,995
|
+23%
|
|
|
14
|
Fulcrum Equity Management
Plano,
Texas
|
$1.98M
|
+$1.8M
|
+43,204
|
New
|
|
|
15
|
Niemann Capital Management
Stateline,
Nevada
|
$1.97M
|
+$1.8M
|
+43,003
|
New
|
|
|
16
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.82M
|
+$12.1K
|
+290
|
+0.7%
|
|
|
17
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.6M
|
+$145K
|
+3,479
|
+11%
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$1.54M
|
+$376K
|
+9,001
|
+37%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.24M
|
+$120K
|
+2,869
|
+12%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.17M
|
+$278K
|
+6,652
|
+35%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$37.1K
|
+889
|
+4%
|
|
|
22
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$1.01M
|
+$95K
|
+2,276
|
+12%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$994K
|
+$20.3K
|
+486
|
+2%
|
|
|
24
|
Cooper Financial Group
Irvine,
California
|
$833K
|
+$6.68K
|
+160
|
+0.9%
|
|
|
25
|
Equitable Holdings
New York
|
$790K
|
–
|
–
|
–
|
|
