|
1
|
Bank of America
Charlotte,
North Carolina
|
$47.8M
|
+$1.82M
|
+19,191
|
+4%
|
|
|
2
|
|
$36.9M
|
+$2.99M
|
+31,473
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$32.7M
|
+$3.46M
|
+36,520
|
+12%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.8M
|
+$16.8M
|
+177,127
|
+301%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
+$7.49M
|
+78,965
|
+55%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$16M
|
+$1.54M
|
+16,182
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15M
|
-$1.54M
|
-16,272
|
-9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$1.14M
|
+12,043
|
+9%
|
|
|
9
|
Spire Wealth Management
Mclean,
Virginia
|
$13.7M
|
+$760K
|
+8,010
|
+6%
|
|
|
10
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$13.6M
|
+$140K
|
+1,471
|
+1%
|
|
|
11
|
Bank of New York Mellon
New York
|
$12.7M
|
-$1.9M
|
-19,999
|
-13%
|
|
|
12
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$10M
|
+$601K
|
+6,331
|
+6%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.57M
|
+$608K
|
+6,414
|
+7%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.73M
|
+$344K
|
+3,628
|
+4%
|
|
|
15
|
FundX Investment Group
San Francisco,
California
|
$8.69M
|
+$2.53M
|
+26,682
|
+42%
|
|
|
16
|
DB Wealth Management Group
San Diego,
California
|
$6.74M
|
+$923K
|
+9,731
|
+16%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$6.64M
|
+$819K
|
+8,637
|
+14%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.25M
|
-$3.56M
|
-37,505
|
-37%
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6.05M
|
-$26.9K
|
-284
|
-0.5%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$5.96M
|
+$670K
|
+7,066
|
+13%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.88M
|
+$250K
|
+2,638
|
+5%
|
|
|
22
|
Curtis Advisory Group
Santa Barbara,
California
|
$5.7M
|
-$37.5K
|
-395
|
-0.7%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.63M
|
-$124K
|
-1,307
|
-2%
|
|
|
24
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$5.56M
|
–
|
–
|
–
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5.03M
|
-$1.33M
|
-14,000
|
-21%
|
|
