|
1
|
Bank of America
Charlotte,
North Carolina
|
$51.5M
|
+$5.73M
|
+281,075
|
+12%
|
|
|
2
|
|
$46.9M
|
+$9.92M
|
+486,358
|
+27%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$22.4M
|
-$6.87M
|
-336,937
|
-23%
|
|
|
4
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$20.7M
|
-$484K
|
-23,708
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$19.3M
|
+$6.44M
|
+315,707
|
+50%
|
|
|
6
|
Covington Capital Management
Los Angeles,
California
|
$10.5M
|
+$3.37M
|
+165,470
|
+47%
|
|
|
7
|
|
$8.87M
|
+$8.92M
|
+437,346
|
New
|
|
|
8
|
Bank of New York Mellon
New York
|
$8.08M
|
+$361K
|
+17,680
|
+5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.75M
|
-$4.5M
|
-220,500
|
-40%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.47M
|
+$327K
|
+16,053
|
+5%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.46M
|
+$959K
|
+47,044
|
+17%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.43M
|
+$134K
|
+6,568
|
+2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.32M
|
-$754K
|
-36,971
|
-11%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.97M
|
+$431K
|
+21,157
|
+8%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.41M
|
+$724K
|
+35,521
|
+15%
|
|
|
16
|
Activest Wealth Management
Aventure,
Florida
|
$5.08M
|
+$4.17M
|
+204,304
|
+444%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$4.28M
|
-$2.61M
|
-127,932
|
-38%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
$4.23M
|
-$1.55M
|
-75,780
|
-27%
|
|
|
19
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$3.19M
|
-$659K
|
-32,303
|
-17%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.07M
|
-$105K
|
-5,152
|
-3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.69M
|
+$598K
|
+29,317
|
+28%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.68M
|
+$412K
|
+20,186
|
+18%
|
|
|
23
|
PSI Advisors
Tampa,
Florida
|
$2.67M
|
-$48.5K
|
-2,377
|
-2%
|
|
|
24
|
Community Bank
Dewitt,
New York
|
$2.64M
|
–
|
–
|
–
|
|
|
25
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.28M
|
+$997K
|
+48,872
|
+77%
|
|
