|
1
|
Bank of America
Charlotte,
North Carolina
|
$45.6M
|
-$3.71M
|
-43,771
|
-7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$30.5M
|
-$5.38M
|
-63,505
|
-14%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
-$1.64M
|
-19,400
|
-5%
|
|
|
4
|
|
$26.7M
|
-$4.89M
|
-57,632
|
-14%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.1M
|
+$10.1M
|
+118,861
|
+133%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$707K
|
+8,341
|
+5%
|
|
|
7
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$10.9M
|
+$139K
|
+1,637
|
+1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
-$1.42M
|
-16,742
|
-11%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.08M
|
-$448K
|
-5,290
|
-4%
|
|
|
10
|
Bank of New York Mellon
New York
|
$7.07M
|
-$2.14M
|
-25,230
|
-22%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$7M
|
-$2.95M
|
-34,808
|
-28%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.29M
|
-$1.64M
|
-19,352
|
-19%
|
|
|
13
|
Fermata Advisors
Sonoma,
California
|
$5.87M
|
+$2.47M
|
+29,143
|
+63%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.57M
|
-$794K
|
-9,366
|
-12%
|
|
|
15
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.95M
|
–
|
–
|
–
|
|
|
16
|
Curtis Advisory Group
Santa Barbara,
California
|
$4.87M
|
+$182K
|
+2,143
|
+4%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.63M
|
+$2.73M
|
+32,222
|
+117%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.39M
|
-$94.9K
|
-1,120
|
-2%
|
|
|
19
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.16M
|
+$4.55M
|
+53,661
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$4.11M
|
+$162K
|
+1,914
|
+4%
|
|
|
21
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$4.03M
|
-$4.51M
|
-53,246
|
-51%
|
|
|
22
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.95M
|
+$5.85K
|
+69
|
+0.1%
|
|
|
23
|
DB Wealth Management Group
San Diego,
California
|
$3.28M
|
-$2.09M
|
-24,636
|
-37%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$3.08M
|
-$4.92K
|
-58
|
-0.1%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$3M
|
-$616K
|
-7,265
|
-16%
|
|
