|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.7M
|
-$2.05M
|
-50,929
|
-5%
|
|
|
2
|
|
$28M
|
-$3.06M
|
-76,034
|
-10%
|
|
|
3
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$22.7M
|
+$310K
|
+7,693
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$17.3M
|
+$1.71M
|
+42,411
|
+11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
-$4.12M
|
-102,362
|
-21%
|
|
|
6
|
Equitable Holdings
New York
|
$13.2M
|
+$1.25M
|
+31,018
|
+10%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
-$1.88M
|
-46,585
|
-14%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.8M
|
-$203K
|
-5,035
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.57M
|
+$715K
|
+17,755
|
+10%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.19M
|
+$658K
|
+16,356
|
+10%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.78M
|
+$883K
|
+21,936
|
+17%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$5.61M
|
+$179K
|
+4,451
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.61M
|
+$75.7K
|
+1,881
|
+1%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$4.25M
|
+$149K
|
+3,712
|
+4%
|
|
|
15
|
Cadence Bank
Tupelo,
Mississippi
|
$4.05M
|
+$962K
|
+23,890
|
+30%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.97M
|
-$319K
|
-7,933
|
-7%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$3.46M
|
-$430K
|
-10,673
|
-11%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.42M
|
-$382K
|
-9,489
|
-13%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$2.33M
|
-$54.8K
|
-1,361
|
-2%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.17M
|
-$556K
|
-13,807
|
-20%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.94M
|
-$1.22M
|
-30,192
|
-38%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.9M
|
+$1.89K
|
+47
|
+0.1%
|
|
|
23
|
Lenox Wealth Advisors
New York
|
$1.48M
|
–
|
–
|
–
|
|
|
24
|
Wealthspire Advisors (New York)
New York
|
$1.48M
|
+$1.53M
|
+38,000
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1.26M
|
-$107K
|
-2,646
|
-8%
|
|
