|
1
|
Bank of America
Charlotte,
North Carolina
|
$68.4M
|
+$2.34M
|
+21,656
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$42.5M
|
-$2.16M
|
-19,908
|
-5%
|
|
|
3
|
|
$37.3M
|
+$336K
|
+3,106
|
+1%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.9M
|
+$303K
|
+2,801
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
-$862K
|
-7,961
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.8M
|
+$1.03M
|
+9,501
|
+9%
|
|
|
7
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$13.1M
|
+$979K
|
+9,046
|
+9%
|
|
|
8
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$11M
|
+$2.33M
|
+21,547
|
+27%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$9.62M
|
+$4.66K
|
+43
|
+0.1%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.82M
|
-$162K
|
-1,501
|
-2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$8.82M
|
-$101K
|
-930
|
-1%
|
|
|
12
|
Curtis Advisory Group
Santa Barbara,
California
|
$8.26M
|
+$115K
|
+1,064
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.21M
|
+$80.4K
|
+743
|
+1%
|
|
|
14
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.34M
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$7.02M
|
+$64.1K
|
+592
|
+1%
|
|
|
16
|
Koshinski Asset Management
Decatur,
Illinois
|
$6.86M
|
+$611K
|
+5,646
|
+10%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.73M
|
-$13.1K
|
-121
|
-0.2%
|
|
|
18
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.54M
|
-$79.1K
|
-731
|
-1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.52M
|
-$298K
|
-2,751
|
-5%
|
|
|
20
|
Equitable Holdings
New York
|
$5.33M
|
-$57.6K
|
-532
|
-1%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.11M
|
+$195K
|
+1,799
|
+4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.09M
|
-$63.2K
|
-584
|
-1%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.82M
|
-$9.09K
|
-84
|
-0.2%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$4.61M
|
+$97.8K
|
+903
|
+2%
|
|
|
25
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.26M
|
-$33.3K
|
-308
|
-0.8%
|
|
