|
1
|
|
$111M
|
+$7.71M
|
+115,822
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$58.6M
|
-$142K
|
-2,141
|
-0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$41.9M
|
-$1.81M
|
-27,175
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$33.7M
|
+$10.2M
|
+153,458
|
+46%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.3M
|
+$426K
|
+6,402
|
+1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$29.1M
|
+$3.5M
|
+52,672
|
+14%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.8M
|
+$435K
|
+6,530
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.9M
|
+$665K
|
+9,991
|
+4%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.8M
|
+$696K
|
+10,456
|
+6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.1M
|
+$590K
|
+8,873
|
+5%
|
|
|
11
|
Investment Management of Virginia
Richmond,
Virginia
|
$11.5M
|
+$792K
|
+11,896
|
+8%
|
|
|
12
|
Toth Financial Advisory
Leesburg,
Virginia
|
$10.4M
|
+$514K
|
+7,718
|
+5%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.04M
|
-$222K
|
-3,334
|
-3%
|
|
|
14
|
Summit Wealth Partners
Orlando,
Florida
|
$7.76M
|
+$490K
|
+7,371
|
+7%
|
|
|
15
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$5.71M
|
+$215K
|
+3,237
|
+4%
|
|
|
16
|
Mirsky Financial Management
Rochester,
New York
|
$5.64M
|
-$45.7K
|
-687
|
-0.8%
|
|
|
17
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$5.63M
|
+$137K
|
+2,058
|
+3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.28M
|
+$79.4K
|
+1,194
|
+2%
|
|
|
19
|
Venturi Wealth Management
Austin,
Texas
|
$4.99M
|
-$2.34M
|
-35,117
|
-33%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.88M
|
+$57K
|
+857
|
+1%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.78M
|
-$77.4K
|
-1,163
|
-2%
|
|
|
22
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.32M
|
+$1.99M
|
+29,950
|
+94%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$4.28M
|
-$333
|
-5
|
-0%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$4.05M
|
+$610K
|
+9,173
|
+19%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.88M
|
+$246K
|
+3,701
|
+7%
|
|
