|
1
|
|
$93.2M
|
+$2.96M
|
+50,036
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$53M
|
+$2M
|
+33,700
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
-$215K
|
-3,626
|
-0.6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.8M
|
-$1.31M
|
-22,142
|
-5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$23M
|
+$824K
|
+13,916
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$20.8M
|
-$2.3M
|
-38,840
|
-11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.3M
|
+$143K
|
+2,411
|
+0.8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
+$92.3K
|
+1,558
|
+0.7%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.8M
|
+$365K
|
+6,168
|
+3%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.3M
|
+$1.02M
|
+17,214
|
+11%
|
|
|
11
|
Investment Management of Virginia
Richmond,
Virginia
|
$9.6M
|
+$1.16M
|
+19,598
|
+15%
|
|
|
12
|
Toth Financial Advisory
Leesburg,
Virginia
|
$8.87M
|
+$570K
|
+9,618
|
+7%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.47M
|
+$213K
|
+3,597
|
+3%
|
|
|
14
|
Venturi Wealth Management
Austin,
Texas
|
$6.71M
|
+$1.53M
|
+25,831
|
+32%
|
|
|
15
|
Summit Wealth Partners
Orlando,
Florida
|
$6.54M
|
+$598K
|
+10,092
|
+11%
|
|
|
16
|
Mirsky Financial Management
Rochester,
New York
|
$5.13M
|
-$217K
|
-3,657
|
-4%
|
|
|
17
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$4.95M
|
+$224K
|
+3,790
|
+5%
|
|
|
18
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$4.95M
|
+$1.53M
|
+25,791
|
+49%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.69M
|
+$1.43M
|
+24,128
|
+48%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.39M
|
+$2.27M
|
+38,318
|
+122%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.35M
|
-$15.2K
|
-257
|
-0.4%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$3.86M
|
+$1.84K
|
+31
|
+0.1%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.27M
|
+$65.9K
|
+1,112
|
+2%
|
|
|
24
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$3.26M
|
-$137K
|
-2,321
|
-4%
|
|
|
25
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3.22M
|
+$200K
|
+3,383
|
+7%
|
|
