|
1
|
Bank of America
Charlotte,
North Carolina
|
$51M
|
+$2.61M
|
+28,584
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$37.3M
|
-$11.6M
|
-126,487
|
-25%
|
|
|
3
|
|
$34.8M
|
-$514K
|
-5,623
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$19M
|
-$2.06M
|
-22,584
|
-11%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.6M
|
+$240K
|
+2,623
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
-$133K
|
-1,460
|
-1%
|
|
|
7
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$10.1M
|
+$343K
|
+3,754
|
+4%
|
|
|
8
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$9.29M
|
-$807K
|
-8,827
|
-9%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$8.73M
|
+$338K
|
+3,703
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.22M
|
-$441M
|
-4,824,519
|
-98%
|
|
|
11
|
Curtis Advisory Group
Santa Barbara,
California
|
$8.15M
|
-$594K
|
-6,505
|
-7%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$7.8M
|
+$747K
|
+8,177
|
+12%
|
|
|
13
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6.33M
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.89M
|
-$358K
|
-3,922
|
-6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.69M
|
+$109K
|
+1,198
|
+2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.65M
|
-$690K
|
-7,553
|
-12%
|
|
|
17
|
Bank of New York Mellon
New York
|
$5.41M
|
-$1.74M
|
-19,072
|
-26%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.26M
|
-$276M
|
-3,021,676
|
-98%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$5.2M
|
-$146K
|
-1,601
|
-3%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.91M
|
-$192K
|
-2,105
|
-4%
|
|
|
21
|
Equitable Holdings
New York
|
$4.76M
|
+$73.9K
|
+809
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.75M
|
-$203K
|
-2,218
|
-4%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.36M
|
-$4.29K
|
-47
|
-0.1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.26M
|
-$3.64M
|
-39,868
|
-48%
|
|
|
25
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$4.16M
|
-$50.1K
|
-548
|
-1%
|
|
