|
1
|
Bank of America
Charlotte,
North Carolina
|
$44.7M
|
-$358K
|
-4,192
|
-0.8%
|
|
|
2
|
|
$31.6M
|
-$1.11M
|
-13,025
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$29.7M
|
-$5.13M
|
-60,125
|
-15%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
-$6.28M
|
-73,620
|
-26%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.8M
|
+$41.5K
|
+486
|
+0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.42M
|
-$1.05M
|
-12,272
|
-10%
|
|
|
7
|
Curtis Advisory Group
Santa Barbara,
California
|
$7.96M
|
+$1.88M
|
+22,030
|
+33%
|
|
|
8
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$7.81M
|
+$293K
|
+3,433
|
+4%
|
|
|
9
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$7.25M
|
-$4.43M
|
-51,933
|
-39%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.72M
|
+$15.8K
|
+185
|
+0.2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$6.58M
|
-$863K
|
-10,111
|
-12%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$6.45M
|
-$382K
|
-4,480
|
-6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$6.26M
|
+$50K
|
+586
|
+0.8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.83M
|
-$395K
|
-4,629
|
-7%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.8M
|
-$3.29M
|
-38,601
|
-37%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.72M
|
–
|
–
|
–
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$4.86M
|
+$3.67K
|
+43
|
+0.1%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.78M
|
-$142K
|
-1,667
|
-3%
|
|
|
19
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.68M
|
+$8.54K
|
+100
|
+0.2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.48M
|
+$35.8K
|
+420
|
+0.8%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.36M
|
-$235K
|
-2,748
|
-5%
|
|
|
22
|
Equitable Holdings
New York
|
$4.01M
|
+$386K
|
+4,524
|
+11%
|
|
|
23
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$3.94M
|
-$25.9K
|
-304
|
-0.7%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$3.44M
|
+$22.6K
|
+265
|
+0.7%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.43M
|
+$300K
|
+3,514
|
+10%
|
|
