|
1
|
Bank of America
Charlotte,
North Carolina
|
$41.9M
|
-$1.89M
|
-23,225
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$29.4M
|
+$292K
|
+3,586
|
+0.9%
|
|
|
3
|
|
$25.6M
|
+$59.4K
|
+730
|
+0.2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.1M
|
-$2M
|
-24,561
|
-7%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.8M
|
-$2.87M
|
-35,194
|
-17%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
-$699K
|
-8,589
|
-5%
|
|
|
7
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$10.3M
|
-$225K
|
-2,769
|
-2%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.65M
|
-$42.9K
|
-527
|
-0.4%
|
|
|
9
|
Fermata Advisors
Sonoma,
California
|
$7.47M
|
+$2.03M
|
+24,961
|
+33%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$6.51M
|
-$213K
|
-2,611
|
-3%
|
|
|
11
|
Bank of New York Mellon
New York
|
$6.28M
|
-$537K
|
-6,590
|
-7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.91M
|
-$121K
|
-1,489
|
-2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.5M
|
+$180K
|
+2,210
|
+3%
|
|
|
14
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$4.93M
|
+$1.18M
|
+14,445
|
+28%
|
|
|
15
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.74M
|
–
|
–
|
–
|
|
|
16
|
Curtis Advisory Group
Santa Barbara,
California
|
$4.7M
|
+$44.9K
|
+551
|
+0.9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.33M
|
-$6.19M
|
-76,036
|
-57%
|
|
|
18
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.13M
|
+$157K
|
+1,930
|
+4%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.06M
|
-$408K
|
-5,011
|
-8%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.97M
|
-$250K
|
-3,067
|
-5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.81M
|
-$135K
|
-1,655
|
-3%
|
|
|
22
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.79M
|
+$18K
|
+221
|
+0.4%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$2.87M
|
-$80.3K
|
-986
|
-2%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$2.8M
|
-$79.1K
|
-971
|
-3%
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
$2.7M
|
-$45.6K
|
-560
|
-2%
|
|
