|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
+$2.5M
|
+70,660
|
+21%
|
|
|
2
|
|
$8.4M
|
+$2.53M
|
+71,630
|
+30%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$6.85M
|
+$561K
|
+15,870
|
+7%
|
|
|
4
|
Zurich Insurance Group
Zurich,
Switzerland
|
$4.49M
|
-$242K
|
-6,849
|
-4%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.88M
|
-$310K
|
-8,789
|
-8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.8M
|
-$235K
|
-6,643
|
-6%
|
|
|
7
|
Financial Management Professionals
Austin,
Texas
|
$2.51M
|
+$3.3M
|
+93,415
|
+166,813%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$2.33M
|
-$719K
|
-20,353
|
-19%
|
|
|
9
|
|
$2M
|
+$172K
|
+4,859
|
+7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.95M
|
+$676K
|
+19,142
|
+36%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.15M
|
+$1.52M
|
+42,944
|
New
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
+$311K
|
+8,809
|
+27%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
+$1.38M
|
+39,051
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.04M
|
-$1.13M
|
-31,893
|
-45%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$973K
|
-$46.7K
|
-1,322
|
-4%
|
|
|
16
|
Professional Planning
Thousand Oaks,
California
|
$953K
|
+$77.3K
|
+2,188
|
+6%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$750K
|
-$25K
|
-708
|
-2%
|
|
|
18
|
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
$544K
|
+$717K
|
+20,288
|
New
|
|
|
19
|
WMS Partners
Towson,
Maryland
|
$536K
|
+$707K
|
+20,000
|
New
|
|
|
20
|
High Falls Advisors
Rochester,
New York
|
$534K
|
+$703K
|
+19,913
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$482K
|
-$412K
|
-11,675
|
-39%
|
|
|
22
|
Covington Capital Management
Los Angeles,
California
|
$469K
|
–
|
–
|
–
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$419K
|
+$7.24K
|
+205
|
+1%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$416K
|
+$135K
|
+3,829
|
+33%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$398K
|
-$70.3K
|
-1,989
|
-12%
|
|
