|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.2M
|
+$12.6M
|
+136,826
|
+28%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$41.3M
|
+$10.8M
|
+117,169
|
+35%
|
|
|
3
|
|
$36.4M
|
+$1.79M
|
+19,505
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$33.4M
|
+$13.4M
|
+145,573
|
+65%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$1.14M
|
+12,451
|
+8%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$7.92M
|
+86,298
|
+133%
|
|
|
7
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$12.6M
|
-$230K
|
-2,508
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.6M
|
-$8.9M
|
-96,988
|
-41%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$11.3M
|
-$3.76M
|
-40,946
|
-25%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.1M
|
+$2.93M
|
+31,956
|
+35%
|
|
|
11
|
Bank of New York Mellon
New York
|
$10.5M
|
-$1.4M
|
-15,251
|
-12%
|
|
|
12
|
Spire Wealth Management
Mclean,
Virginia
|
$9.69M
|
-$3.17M
|
-34,505
|
-24%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$9.62M
|
+$9.76M
|
+106,288
|
New
|
|
|
14
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$9.53M
|
+$137K
|
+1,490
|
+1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.09M
|
-$4.3M
|
-46,875
|
-32%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.08M
|
-$914K
|
-9,959
|
-10%
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
$7.6M
|
+$7.71M
|
+84,047
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.35M
|
+$1.86M
|
+20,299
|
+33%
|
|
|
19
|
DB Wealth Management Group
San Diego,
California
|
$6.06M
|
-$259K
|
-2,821
|
-4%
|
|
|
20
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.79M
|
+$110K
|
+1,200
|
+2%
|
|
|
21
|
Curtis Advisory Group
Santa Barbara,
California
|
$5.49M
|
+$148K
|
+1,613
|
+3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.22M
|
-$54.9K
|
-598
|
-1%
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.71M
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$4.62M
|
-$974K
|
-10,608
|
-17%
|
|
|
25
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.6M
|
-$20.6K
|
-224
|
-0.4%
|
|
