|
1
|
PFS Investments
Duluth,
Georgia
|
$30.9M
|
+$8.23M
|
+226,081
|
+34%
|
|
|
2
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$27.6M
|
+$8.28M
|
+227,479
|
+40%
|
|
|
3
|
Protective Life
Birmingham,
Alabama
|
$25.5M
|
–
|
–
|
–
|
|
|
4
|
CNO Financial Group
Carmel,
Indiana
|
$24.4M
|
–
|
–
|
–
|
|
|
5
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$20.4M
|
-$786K
|
-21,588
|
-92%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.9M
|
+$450K
|
+12,360
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
-$6.2M
|
-170,381
|
-24%
|
|
|
8
|
Sage Advisory Services
Austin,
Texas
|
$16.9M
|
+$4.83M
|
+132,664
|
+38%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$1.85M
|
+50,784
|
+12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
-$4.34M
|
-119,352
|
-26%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$9.94M
|
+$511K
|
+14,051
|
+5%
|
|
|
12
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$9.85M
|
+$27.6K
|
+758
|
+0.3%
|
|
|
13
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$9.8M
|
+$261K
|
+7,159
|
+3%
|
|
|
14
|
|
$8.62M
|
+$214K
|
+5,882
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7.97M
|
-$1.6M
|
-44,073
|
-16%
|
|
|
16
|
Good Life Advisors
Reading,
Pennsylvania
|
$6.41M
|
+$4.91K
|
+135
|
+0.1%
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$6.12M
|
+$5.76M
|
+158,190
|
+915%
|
|
|
18
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$5.85M
|
+$3.6K
|
+99
|
+0.1%
|
|
|
19
|
Vickerman Investment Advisors
Spokane,
Washington
|
$5.52M
|
+$1M
|
+27,546
|
+21%
|
|
|
20
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$4.22M
|
-$16.8K
|
-461
|
-0.4%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$4.19M
|
+$33.4K
|
+917
|
+0.8%
|
|
|
22
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.15M
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.86M
|
+$242K
|
+6,644
|
+6%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.38M
|
+$40K
|
+1,099
|
+1%
|
|
|
25
|
Park Avenue Securities
New York
|
$3.37M
|
+$3.06M
|
+84,136
|
+673%
|
|
