|
1
|
|
$159M
|
+$65.4M
|
+700,351
|
+80%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$73.3M
|
-$5.59M
|
-59,848
|
-8%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$67.8M
|
-$504K
|
-5,399
|
-0.8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$47.1M
|
+$1.68M
|
+17,976
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$38.1M
|
+$18.6M
|
+198,950
|
+111%
|
|
|
6
|
Affinity Wealth Management
Wilmington,
Delaware
|
$25.9M
|
+$1.55M
|
+16,595
|
+7%
|
|
|
7
|
Level Four Advisory Services
Dallas,
Texas
|
$23.6M
|
+$43.3K
|
+464
|
+0.2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.2M
|
-$7.82M
|
-83,746
|
-29%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$18.2M
|
-$1.38M
|
-14,836
|
-8%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.1M
|
-$557K
|
-5,966
|
-4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$14.8M
|
-$762K
|
-8,160
|
-5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14M
|
-$2.87M
|
-30,749
|
-18%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
+$2.61M
|
+27,924
|
+33%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$10.6M
|
-$558K
|
-5,979
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
-$470K
|
-5,031
|
-5%
|
|
|
16
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8.61M
|
+$68.2K
|
+731
|
+0.9%
|
|
|
17
|
Manchester Financial
Westlake Village,
California
|
$8.09M
|
+$87.9K
|
+942
|
+1%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$7.22M
|
-$830K
|
-8,895
|
-11%
|
|
|
19
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$6.82M
|
-$116K
|
-1,240
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.17M
|
+$400K
|
+4,291
|
+8%
|
|
|
21
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.02M
|
+$4.65M
|
+49,789
|
New
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.52M
|
-$1.57M
|
-16,785
|
-27%
|
|
|
23
|
Norris Financial Group
Greenville,
South Carolina
|
$4.48M
|
+$748K
|
+8,013
|
+22%
|
|
|
24
|
NTV Asset Management
Charleston,
West Virginia
|
$4.37M
|
+$7K
|
+75
|
+0.2%
|
|
|
25
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.02M
|
-$589K
|
-6,307
|
-14%
|
|
