|
1
|
PFS Investments
Duluth,
Georgia
|
$30.8M
|
+$1.71M
|
+50,693
|
+6%
|
|
|
2
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$25.4M
|
-$580K
|
-17,202
|
-2%
|
|
|
3
|
Protective Life
Birmingham,
Alabama
|
$24M
|
–
|
–
|
–
|
|
|
4
|
CNO Financial Group
Carmel,
Indiana
|
$23M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$20.8M
|
+$3.2M
|
+94,801
|
+18%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.2M
|
+$435K
|
+12,914
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
+$7.31M
|
+216,926
|
+76%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$1.02M
|
+30,193
|
+6%
|
|
|
9
|
Sage Advisory Services
Austin,
Texas
|
$13M
|
-$3M
|
-89,024
|
-18%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.4M
|
+$975K
|
+28,922
|
+8%
|
|
|
11
|
|
$11M
|
+$3M
|
+89,017
|
+36%
|
|
|
12
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$9.04M
|
-$239K
|
-7,093
|
-3%
|
|
|
13
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8M
|
-$1.26M
|
-37,319
|
-13%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.61M
|
+$109K
|
+3,242
|
+1%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.01M
|
+$6.48M
|
+192,202
|
+901%
|
|
|
16
|
Good Life Advisors
Reading,
Pennsylvania
|
$6.01M
|
-$24K
|
-711
|
-0.4%
|
|
|
17
|
Vickerman Investment Advisors
Spokane,
Washington
|
$5.68M
|
+$502K
|
+14,888
|
+9%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$5.61M
|
+$1.71M
|
+50,836
|
+42%
|
|
|
19
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$5.43M
|
-$79.7K
|
-2,363
|
-1%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.03M
|
+$5.16M
|
+153,145
|
New
|
|
|
21
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.95M
|
+$2.13M
|
+63,317
|
+72%
|
|
|
22
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$3.96M
|
-$14.1K
|
-419
|
-0.3%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$3.96M
|
+$1.03M
|
+30,538
|
+34%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.57M
|
-$60.1K
|
-1,782
|
-2%
|
|
|
25
|
Park Avenue Securities
New York
|
$3.51M
|
+$348K
|
+10,318
|
+11%
|
|
