|
1
|
|
$71.2M
|
+$20.5M
|
+200,167
|
+40%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$65.2M
|
-$1.12M
|
-10,942
|
-2%
|
|
|
3
|
SteelPeak Wealth
Woodland Hills,
California
|
$56.9M
|
+$57M
|
+556,321
|
New
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$42.2M
|
+$445K
|
+4,347
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$41.6M
|
+$1.35M
|
+13,211
|
+3%
|
|
|
6
|
Endurance Services Ltd
Purchase,
New York
|
$35.6M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$23.1M
|
+$2.96M
|
+28,901
|
+15%
|
|
|
8
|
|
$22.1M
|
-$49.8M
|
-485,948
|
-69%
|
|
|
9
|
Independent Financial Group
San Diego,
California
|
$20.2M
|
-$324K
|
-3,160
|
-2%
|
|
|
10
|
Frisch Financial Group
Melville,
New York
|
$18.4M
|
-$90.7K
|
-886
|
-0.5%
|
|
|
11
|
BNP Paribas Financial Markets
Paris,
France
|
$13.6M
|
+$2.73M
|
+26,642
|
+25%
|
|
|
12
|
MRA Advisory Group
Parsippany,
New Jersey
|
$12.7M
|
+$507K
|
+4,951
|
+4%
|
|
|
13
|
Watershed Asset Management
San Francisco,
California
|
$11.9M
|
+$11.9M
|
+116,700
|
New
|
|
|
14
|
|
$10.2M
|
+$10.2M
|
+99,353
|
+12,342%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.46M
|
-$3.03M
|
-29,637
|
-24%
|
|
|
16
|
|
$8.44M
|
+$68.1K
|
+665
|
+0.8%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$8.09M
|
-$252K
|
-2,462
|
-3%
|
|
|
18
|
LeConte Wealth Management
Maryville,
Tennessee
|
$7.56M
|
-$1.01M
|
-9,909
|
-12%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.56M
|
+$1.41M
|
+13,792
|
+27%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$6.42M
|
-$58.4M
|
-570,129
|
-90%
|
|
|
21
|
Berkshire Money Management
Dalton,
Massachusetts
|
$5.66M
|
-$96.8K
|
-945
|
-2%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.5M
|
+$286K
|
+2,793
|
+5%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.43M
|
-$136K
|
-1,330
|
-2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.36M
|
+$210K
|
+2,047
|
+4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$5.21M
|
+$192K
|
+1,872
|
+4%
|
|
