|
1
|
Bank of America
Charlotte,
North Carolina
|
$59.8M
|
+$4.56M
|
+43,792
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$40.7M
|
-$105K
|
-1,012
|
-0.3%
|
|
|
3
|
|
$33.5M
|
-$1.18M
|
-11,306
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
-$155K
|
-1,492
|
-0.8%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.8M
|
-$976K
|
-9,381
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
-$417K
|
-4,007
|
-3%
|
|
|
7
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$10.9M
|
+$71.2K
|
+684
|
+0.7%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$8.73M
|
-$27.6K
|
-265
|
-0.3%
|
|
|
9
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$8.18M
|
+$8.2M
|
+78,768
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.16M
|
+$2.24M
|
+21,481
|
+38%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$8.1M
|
-$547K
|
-5,257
|
-6%
|
|
|
12
|
Curtis Advisory Group
Santa Barbara,
California
|
$7.38M
|
-$1.22M
|
-11,680
|
-14%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.37M
|
-$420K
|
-4,031
|
-5%
|
|
|
14
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6.66M
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$6.34M
|
-$712K
|
-6,845
|
-10%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.12M
|
-$22.2K
|
-213
|
-0.4%
|
|
|
17
|
Bank of New York Mellon
New York
|
$5.67M
|
–
|
–
|
–
|
|
|
18
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.56M
|
+$1.72M
|
+16,512
|
+44%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.3M
|
-$176K
|
-1,693
|
-3%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.1M
|
-$67.4K
|
-648
|
-1%
|
|
|
21
|
Equitable Holdings
New York
|
$4.89M
|
+$73.1K
|
+702
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.68M
|
-$153K
|
-1,469
|
-3%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.45M
|
+$76.2K
|
+732
|
+2%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.38M
|
-$74.4K
|
-715
|
-2%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$4.09M
|
-$7.29K
|
-70
|
-0.2%
|
|
