|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$560K
|
+18,309
|
+6%
|
|
|
2
|
|
$8.27M
|
+$2.56M
|
+83,922
|
+53%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$8.21M
|
+$217K
|
+7,096
|
+3%
|
|
|
4
|
Zurich Insurance Group
Zurich,
Switzerland
|
$5.96M
|
-$7.98K
|
-261
|
-0.1%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.98M
|
-$203K
|
-6,644
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.81M
|
+$520K
|
+17,012
|
+18%
|
|
|
7
|
Stephens Inc
Little Rock,
Arkansas
|
$3.67M
|
-$19.1K
|
-625
|
-0.6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.41M
|
+$83.7K
|
+2,740
|
+4%
|
|
|
9
|
|
$2.39M
|
+$581K
|
+19,009
|
+37%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.83M
|
+$213K
|
+6,958
|
+15%
|
|
|
11
|
John G. Ullman & Associates
Corning,
New York
|
$1.44M
|
-$64.2K
|
-2,100
|
-5%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$1.29M
|
+$1.15M
|
+37,604
|
New
|
|
|
13
|
Lazard Asset Management
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
14
|
Professional Planning
Thousand Oaks,
California
|
$1.19M
|
-$33.6K
|
-1,101
|
-3%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
+$985K
|
+32,220
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$631K
|
+20,656
|
+230%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$981K
|
+$11.2K
|
+365
|
+1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$960K
|
+$864K
|
+28,275
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$949K
|
+$33.8K
|
+1,106
|
+4%
|
|
|
20
|
Covington Capital Management
Los Angeles,
California
|
$599K
|
–
|
–
|
–
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$577K
|
-$14K
|
-458
|
-3%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$524K
|
-$3.39K
|
-111
|
-0.7%
|
|
|
23
|
|
$456K
|
+$407K
|
+13,324
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$434K
|
+$1.62K
|
+53
|
+0.4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$424K
|
+$25.2K
|
+824
|
+7%
|
|
