|
1
|
|
$47.1M
|
-$3.13M
|
-49,968
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$35.4M
|
-$29.5K
|
-471
|
-0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.3M
|
+$3.02M
|
+48,230
|
+13%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$24.9M
|
-$284K
|
-4,526
|
-1%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.9M
|
+$413K
|
+6,600
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
-$674K
|
-10,751
|
-4%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$11.4M
|
+$204K
|
+3,260
|
+2%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.5M
|
-$622K
|
-9,929
|
-6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
-$184K
|
-2,935
|
-2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$7.84M
|
-$5.37M
|
-85,665
|
-42%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.77M
|
-$190K
|
-3,037
|
-2%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.23M
|
-$2.19K
|
-35
|
-0%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$6.56M
|
-$228K
|
-3,635
|
-3%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.95M
|
+$5.74M
|
+91,605
|
New
|
|
|
15
|
|
$5.85M
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.05M
|
-$168K
|
-2,680
|
-3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.65M
|
+$80.8K
|
+1,290
|
+2%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$4.18M
|
+$321K
|
+5,118
|
+9%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$3.9M
|
+$36.5K
|
+582
|
+1%
|
|
|
20
|
|
$3.2M
|
+$19.4K
|
+309
|
+0.6%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.04M
|
-$498K
|
-7,957
|
-15%
|
|
|
22
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$3.02M
|
+$5.83K
|
+93
|
+0.2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3M
|
+$663K
|
+10,586
|
+30%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$2.52M
|
+$1.04M
|
+16,672
|
+75%
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$2.51M
|
–
|
–
|
–
|
|
