|
1
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
-$1.51M
|
-29,576
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$78M
|
+$1.01M
|
+19,846
|
+1%
|
|
|
3
|
|
$72.6M
|
+$5.6M
|
+110,026
|
+9%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$59.8M
|
-$1.93M
|
-37,840
|
-3%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$57.7M
|
+$178K
|
+3,489
|
+0.3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$57.5M
|
+$5.09M
|
+99,961
|
+11%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$56.4M
|
-$2.24M
|
-43,903
|
-4%
|
|
|
8
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$44.9M
|
+$98.1K
|
+1,927
|
+0.2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.8M
|
+$3.28M
|
+64,399
|
+9%
|
|
|
10
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$42.5M
|
-$21K
|
-412
|
-0.1%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$41.2M
|
-$1M
|
-19,733
|
-3%
|
|
|
12
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$35.4M
|
-$290K
|
-5,696
|
-0.9%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.1M
|
+$527K
|
+10,348
|
+3%
|
|
|
14
|
NFP Retirement Inc
Aliso Viejo,
California
|
$19.9M
|
-$902K
|
-17,723
|
-5%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$16.3M
|
+$759K
|
+14,901
|
+5%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.1M
|
-$325K
|
-6,374
|
-2%
|
|
|
17
|
Equitable Holdings
New York
|
$16M
|
+$561K
|
+11,015
|
+4%
|
|
|
18
|
Traction Financial Partners
Encampment,
Wyoming
|
$15.9M
|
+$593K
|
+11,646
|
+4%
|
|
|
19
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$14.9M
|
+$108K
|
+2,126
|
+0.8%
|
|
|
20
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$14.6M
|
-$291K
|
-5,707
|
-2%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.8M
|
-$238K
|
-4,680
|
-2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
-$105K
|
-2,071
|
-0.9%
|
|
|
23
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$13.4M
|
-$542K
|
-10,641
|
-4%
|
|
|
24
|
AlphaCore Capital
La Jolla,
California
|
$13.1M
|
-$256K
|
-5,025
|
-2%
|
|
|
25
|
AQR Capital Management
Greenwich,
Connecticut
|
$12.5M
|
+$3.31M
|
+65,046
|
+41%
|
|
