|
1
|
Bank of America
Charlotte,
North Carolina
|
$42.9M
|
-$231K
|
-2,635
|
-0.5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$33.4M
|
-$11.8M
|
-134,649
|
-26%
|
|
|
3
|
|
$31.2M
|
+$3.19M
|
+36,420
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
-$4.78M
|
-54,606
|
-16%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15M
|
-$1.1M
|
-12,559
|
-7%
|
|
|
6
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$11.3M
|
-$517K
|
-5,909
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10M
|
-$554K
|
-6,331
|
-5%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.8M
|
-$578K
|
-6,608
|
-6%
|
|
|
9
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$7.13M
|
+$717K
|
+8,192
|
+11%
|
|
|
10
|
Bank of New York Mellon
New York
|
$7.12M
|
-$123K
|
-1,401
|
-2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$6.52M
|
-$399K
|
-4,563
|
-6%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.38M
|
-$991K
|
-11,324
|
-13%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.94M
|
-$265M
|
-3,031,650
|
-98%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.87M
|
+$1.69M
|
+19,280
|
+39%
|
|
|
15
|
Curtis Advisory Group
Santa Barbara,
California
|
$5.69M
|
+$64.6K
|
+738
|
+1%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.44M
|
–
|
–
|
–
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.69M
|
-$323K
|
-3,693
|
-6%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$4.62M
|
+$16.6K
|
+190
|
+0.4%
|
|
|
19
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.44M
|
+$83K
|
+949
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.38M
|
-$1.03M
|
-11,798
|
-19%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.22M
|
-$84.9K
|
-970
|
-2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.17M
|
-$136M
|
-1,558,060
|
-97%
|
|
|
23
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$3.78M
|
+$3.89M
|
+44,404
|
New
|
|
|
24
|
Equitable Holdings
New York
|
$3.43M
|
+$1.95M
|
+22,293
|
+124%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$3.25M
|
-$5.51K
|
-63
|
-0.2%
|
|
