|
1
|
Bank of America
Charlotte,
North Carolina
|
$42.9M
|
+$19.4K
|
+211
|
+0%
|
|
|
2
|
|
$31.7M
|
+$1.43M
|
+15,527
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$27.3M
|
-$7.71M
|
-83,777
|
-22%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$16.2M
|
+$16.5M
|
+179,675
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
+$297K
|
+3,224
|
+2%
|
|
|
6
|
Bank of New York Mellon
New York
|
$13.7M
|
-$1.28M
|
-13,901
|
-8%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$13.5M
|
+$924K
|
+10,048
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13M
|
-$491K
|
-5,340
|
-4%
|
|
|
9
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$12.7M
|
+$2.62M
|
+28,439
|
+25%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
-$608M
|
-6,612,941
|
-98%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$12M
|
-$59.1K
|
-642
|
-0.5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.22M
|
+$2.15M
|
+23,341
|
+30%
|
|
|
13
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$8.79M
|
+$195K
|
+2,119
|
+2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.37M
|
+$4.66M
|
+50,634
|
+120%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.83M
|
+$760K
|
+8,266
|
+11%
|
|
|
16
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5.96M
|
-$386K
|
-4,200
|
-6%
|
|
|
17
|
FundX Investment Group
San Francisco,
California
|
$5.71M
|
+$652K
|
+7,093
|
+13%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.68M
|
+$2.43M
|
+26,455
|
+72%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$5.43M
|
-$2.61M
|
-28,385
|
-32%
|
|
|
20
|
DB Wealth Management Group
San Diego,
California
|
$5.42M
|
+$712K
|
+7,743
|
+15%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.38M
|
-$166K
|
-1,810
|
-3%
|
|
|
22
|
Curtis Advisory Group
Santa Barbara,
California
|
$5.36M
|
+$13.7K
|
+149
|
+0.3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.3M
|
-$292M
|
-3,176,616
|
-98%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.26M
|
+$17.5K
|
+190
|
+0.3%
|
|
|
25
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$5.19M
|
-$5.16M
|
-56,100
|
-49%
|
|
