|
1
|
|
$76M
|
+$2.68M
|
+49,410
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$43M
|
-$4.82M
|
-88,781
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.5M
|
-$211K
|
-3,879
|
-0.6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.7M
|
+$582K
|
+10,722
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
+$2.05M
|
+37,656
|
+11%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$18.8M
|
-$739K
|
-13,605
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.3M
|
-$181K
|
-3,333
|
-1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
-$1.47M
|
-27,118
|
-10%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.66M
|
+$853K
|
+15,704
|
+9%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.59M
|
+$86.4K
|
+1,590
|
+1%
|
|
|
11
|
Investment Management of Virginia
Richmond,
Virginia
|
$7.06M
|
+$871K
|
+16,040
|
+14%
|
|
|
12
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.97M
|
+$408K
|
+7,507
|
+6%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.11M
|
-$123K
|
-2,256
|
-2%
|
|
|
14
|
Summit Wealth Partners
Orlando,
Florida
|
$4.98M
|
-$298K
|
-5,484
|
-6%
|
|
|
15
|
Mirsky Financial Management
Rochester,
New York
|
$4.53M
|
+$159K
|
+2,936
|
+4%
|
|
|
16
|
Venturi Wealth Management
Austin,
Texas
|
$4.29M
|
+$1.94M
|
+35,804
|
+79%
|
|
|
17
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$3.98M
|
-$466K
|
-8,578
|
-10%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.68M
|
+$121K
|
+2,220
|
+3%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$3.47M
|
+$123K
|
+2,271
|
+4%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$3.26M
|
+$41K
|
+755
|
+1%
|
|
|
21
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$2.88M
|
-$1.28M
|
-23,606
|
-30%
|
|
|
22
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$2.81M
|
+$315K
|
+5,791
|
+12%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.7M
|
+$635K
|
+11,696
|
+30%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.68M
|
-$277K
|
-5,090
|
-9%
|
|
|
25
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.54M
|
-$43.2K
|
-795
|
-2%
|
|
