|
1
|
Bank of America
Charlotte,
North Carolina
|
$96.5M
|
+$1.84M
|
+16,109
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$48.1M
|
-$388K
|
-3,392
|
-0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$38.8M
|
+$15.1M
|
+131,964
|
+72%
|
|
|
4
|
|
$38.8M
|
-$371K
|
-3,247
|
-1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$27.2M
|
-$5.54M
|
-48,493
|
-18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$1.75M
|
+15,307
|
+14%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
+$77K
|
+674
|
+0.8%
|
|
|
8
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$10.2M
|
-$3.79M
|
-33,127
|
-29%
|
|
|
9
|
Curtis Advisory Group
Santa Barbara,
California
|
$9.67M
|
+$50.8K
|
+445
|
+0.6%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.45M
|
+$2.8M
|
+24,511
|
+56%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$8.25M
|
-$637K
|
-5,574
|
-8%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.06M
|
+$4.22M
|
+36,890
|
+130%
|
|
|
13
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.91M
|
–
|
–
|
–
|
|
|
14
|
Koshinski Asset Management
Decatur,
Illinois
|
$7.58M
|
+$365K
|
+3,192
|
+5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.54M
|
-$654K
|
-5,720
|
-9%
|
|
|
16
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$7.45M
|
-$477K
|
-4,177
|
-6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.3M
|
+$65.6K
|
+574
|
+1%
|
|
|
18
|
Equitable Holdings
New York
|
$6.54M
|
+$758K
|
+6,635
|
+14%
|
|
|
19
|
Cahill Financial Advisors
Edina,
Minnesota
|
$6.03M
|
+$10.1K
|
+88
|
+0.2%
|
|
|
20
|
Sovran Advisors
San Diego,
California
|
$5.78M
|
+$2.52M
|
+22,088
|
+92%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.65M
|
+$1.01M
|
+8,830
|
+24%
|
|
|
22
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$5.65M
|
+$42K
|
+368
|
+0.8%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$5.59M
|
-$58.6K
|
-513
|
-1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.52M
|
+$297K
|
+2,602
|
+6%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.13M
|
+$150K
|
+1,314
|
+3%
|
|
