|
1
|
|
$60.5M
|
-$1.07M
|
-15,056
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
+$567K
|
+7,982
|
+2%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$27.3M
|
+$313K
|
+4,407
|
+1%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.6M
|
-$1.41M
|
-19,856
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$22.8M
|
-$151K
|
-2,120
|
-0.7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
+$295K
|
+4,148
|
+2%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.5M
|
+$555K
|
+7,815
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$296K
|
+4,164
|
+2%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$12.9M
|
-$299K
|
-4,210
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
-$3.36M
|
-47,312
|
-24%
|
|
|
11
|
Prism Advisors
Studio City,
California
|
$11M
|
+$402K
|
+5,663
|
+4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$146K
|
+2,051
|
+1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.8M
|
-$265K
|
-3,729
|
-3%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.02M
|
-$11.3K
|
-159
|
-0.1%
|
|
|
15
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$8.14M
|
-$145K
|
-2,042
|
-2%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$7.93M
|
-$443K
|
-6,237
|
-6%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.62M
|
–
|
–
|
–
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$7.22M
|
+$588K
|
+8,277
|
+9%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.92M
|
+$28.4K
|
+399
|
+0.4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.6M
|
+$301K
|
+4,232
|
+6%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$3.31M
|
+$129K
|
+1,809
|
+4%
|
|
|
22
|
Institute for Wealth Management
Denver,
Colorado
|
$2.96M
|
–
|
–
|
–
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.5M
|
-$355K
|
-5,000
|
-13%
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$2.29M
|
-$43.1K
|
-607
|
-2%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.14M
|
+$174K
|
+2,445
|
+9%
|
|
