|
1
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
+$5.43M
|
+41,165
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$62.2M
|
+$5.3M
|
+40,121
|
+9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$50M
|
+$4.95M
|
+37,513
|
+11%
|
|
|
4
|
|
$45.7M
|
+$2.05M
|
+15,559
|
+5%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$30.4M
|
+$1.82M
|
+13,759
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15M
|
-$3.44M
|
-26,053
|
-19%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.2M
|
+$1.24M
|
+9,410
|
+13%
|
|
|
8
|
Curtis Advisory Group
Santa Barbara,
California
|
$11M
|
+$496K
|
+3,760
|
+5%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$11M
|
+$150K
|
+1,134
|
+1%
|
|
|
10
|
Triton Wealth Management
Sun City,
Arizona
|
$9.59M
|
+$7.96M
|
+60,275
|
+565%
|
|
|
11
|
Koshinski Asset Management
Decatur,
Illinois
|
$9.43M
|
+$210K
|
+1,589
|
+2%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.19M
|
+$454K
|
+3,438
|
+5%
|
|
|
13
|
Sovran Advisors
San Diego,
California
|
$8.8M
|
-$32.9K
|
-249
|
-0.4%
|
|
|
14
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.06M
|
–
|
–
|
–
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.74M
|
+$2.86M
|
+21,642
|
+60%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$7.37M
|
+$755K
|
+5,718
|
+12%
|
|
|
17
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$7.1M
|
-$765K
|
-5,797
|
-9%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.1M
|
+$679K
|
+5,147
|
+11%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.07M
|
+$1.34M
|
+10,120
|
+24%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.67M
|
+$108K
|
+815
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.6M
|
-$1.23M
|
-9,289
|
-16%
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$6.57M
|
+$417K
|
+3,156
|
+7%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
$6.41M
|
-$57.7K
|
-437
|
-0.9%
|
|
|
24
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$6.31M
|
+$248K
|
+1,882
|
+4%
|
|
|
25
|
Equitable Holdings
New York
|
$5.9M
|
-$187K
|
-1,418
|
-3%
|
|
