|
1
|
Bank of America
Charlotte,
North Carolina
|
$127M
|
+$18.6M
|
+1,042,126
|
+18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$115M
|
-$9.46M
|
-530,941
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$84.9M
|
+$3.79M
|
+212,988
|
+5%
|
|
|
4
|
|
$77.3M
|
+$11.6M
|
+651,349
|
+18%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.7M
|
+$51.1K
|
+2,870
|
+0.2%
|
|
|
6
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$24.9M
|
+$2.68M
|
+150,350
|
+12%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.5M
|
+$4.9M
|
+275,035
|
+30%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$17.8M
|
+$2.51M
|
+141,110
|
+17%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.6M
|
+$2.35M
|
+131,845
|
+17%
|
|
|
10
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$12.6M
|
+$411K
|
+23,083
|
+3%
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11.5M
|
+$967K
|
+54,269
|
+9%
|
|
|
12
|
Tyche Wealth Partners
Plano,
Texas
|
$9.82M
|
-$122K
|
-6,834
|
-1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.09M
|
+$855K
|
+47,975
|
+11%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$6.82M
|
+$1.06M
|
+59,726
|
+19%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.94M
|
+$128K
|
+7,181
|
+2%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.79M
|
-$788K
|
-44,252
|
-12%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.41M
|
+$2.8M
|
+157,019
|
+112%
|
|
|
18
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$5.4M
|
+$691K
|
+38,764
|
+15%
|
|
|
19
|
Rogco LP
Claremore,
Oklahoma
|
$5.28M
|
+$89.4K
|
+5,019
|
+2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.23M
|
-$1.63M
|
-91,310
|
-24%
|
|
|
21
|
Berger Financial Group
Plymouth,
Minnesota
|
$4.96M
|
-$19.9M
|
-1,114,214
|
-80%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$3.88M
|
+$376K
|
+21,102
|
+11%
|
|
|
23
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$3.15M
|
–
|
–
|
–
|
|
|
24
|
PSI Advisors
Tampa,
Florida
|
$3.09M
|
+$388K
|
+21,779
|
+15%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.08M
|
-$1.06M
|
-59,660
|
-26%
|
|
