|
1
|
|
$72.8M
|
-$2.05M
|
-40,906
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$47.3M
|
-$4.53M
|
-90,706
|
-9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.5M
|
-$1.55M
|
-31,025
|
-5%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.9M
|
+$6.11M
|
+122,117
|
+37%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$19.2M
|
+$13.4M
|
+267,140
|
+272%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
-$6.3M
|
-126,039
|
-28%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$814K
|
+16,291
|
+6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
-$2.93M
|
-58,703
|
-18%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.75M
|
+$327K
|
+6,532
|
+4%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.43M
|
+$8.01M
|
+160,277
|
New
|
|
|
11
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.52M
|
+$726K
|
+14,523
|
+13%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.18M
|
-$786K
|
-15,721
|
-12%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$6.16M
|
+$284K
|
+5,674
|
+5%
|
|
|
14
|
Investment Management of Virginia
Richmond,
Virginia
|
$6.16M
|
+$4.46M
|
+89,164
|
+320%
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.7M
|
-$2.16M
|
-43,187
|
-29%
|
|
|
16
|
Summit Wealth Partners
Orlando,
Florida
|
$5.23M
|
-$453K
|
-9,054
|
-8%
|
|
|
17
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$4.4M
|
+$4.18M
|
+83,562
|
New
|
|
|
18
|
Mirsky Financial Management
Rochester,
New York
|
$4.33M
|
+$4.12M
|
+82,355
|
New
|
|
|
19
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$4.09M
|
+$3.89M
|
+77,817
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.54M
|
+$701K
|
+14,028
|
+26%
|
|
|
21
|
First Allied Advisory Services
San Diego,
California
|
$3.32M
|
-$24.6K
|
-493
|
-0.8%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$3.19M
|
+$1.99M
|
+39,766
|
+191%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.92M
|
+$4.45K
|
+89
|
+0.2%
|
|
|
24
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.56M
|
+$1.11M
|
+22,190
|
+84%
|
|
|
25
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$2.48M
|
+$2.95K
|
+59
|
+0.1%
|
|
