|
1
|
|
$151M
|
+$12.8M
|
+143,892
|
+9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$84.6M
|
+$15.5M
|
+173,523
|
+22%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$62.2M
|
+$438K
|
+4,910
|
+0.7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$35.3M
|
+$1.7M
|
+19,049
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28.7M
|
+$1.64M
|
+18,390
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$25.6M
|
+$3.23M
|
+36,154
|
+14%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.4M
|
+$1.17M
|
+13,112
|
+7%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.1M
|
+$1.61M
|
+18,058
|
+14%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
-$2.33M
|
-26,146
|
-15%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$12.9M
|
-$230K
|
-2,578
|
-2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.6M
|
+$2.18M
|
+24,418
|
+21%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
-$6.89M
|
-77,169
|
-38%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
-$134K
|
-1,504
|
-1%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.91M
|
+$7.43M
|
+83,205
|
+484%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$8.01M
|
-$293K
|
-3,279
|
-4%
|
|
|
16
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$7M
|
-$100K
|
-1,120
|
-1%
|
|
|
17
|
Davis Investment Partners
Charlotte,
North Carolina
|
$6.16M
|
+$5.56M
|
+62,247
|
New
|
|
|
18
|
Frisch Financial Group
Melville,
New York
|
$5.89M
|
-$4.82M
|
-53,991
|
-45%
|
|
|
19
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$5.79M
|
+$83.8K
|
+938
|
+1%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$5.57M
|
+$178K
|
+1,995
|
+3%
|
|
|
21
|
NTV Asset Management
Charleston,
West Virginia
|
$3.88M
|
-$13.4K
|
-150
|
-0.3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.86M
|
-$59.1K
|
-662
|
-2%
|
|
|
23
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.7M
|
+$64.7K
|
+724
|
+2%
|
|
|
24
|
|
$3.48M
|
-$4.35M
|
-48,678
|
-55%
|
|
|
25
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3.47M
|
+$3.49M
|
+39,073
|
New
|
|
