|
1
|
|
$128M
|
+$3.27M
|
+46,580
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$51.7M
|
-$1.97M
|
-28,057
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$43.4M
|
-$89.3K
|
-1,273
|
-0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$33.9M
|
-$2.34M
|
-33,413
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$33.6M
|
+$1.9M
|
+27,113
|
+6%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.4M
|
-$47.9K
|
-683
|
-0.1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$28.4M
|
-$527K
|
-7,510
|
-2%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$17M
|
+$17.6M
|
+251,472
|
New
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.6M
|
+$8.41M
|
+119,943
|
+95%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.2M
|
-$245K
|
-3,488
|
-2%
|
|
|
11
|
Toth Financial Advisory
Leesburg,
Virginia
|
$12.9M
|
+$1.95M
|
+27,835
|
+17%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.6M
|
+$386K
|
+5,501
|
+3%
|
|
|
13
|
Investment Management of Virginia
Richmond,
Virginia
|
$12.2M
|
-$22.8K
|
-325
|
-0.2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
-$1.33M
|
-18,947
|
-10%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
-$832K
|
-11,862
|
-7%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.17M
|
+$4.23M
|
+60,287
|
+99%
|
|
|
17
|
Summit Wealth Partners
Orlando,
Florida
|
$7.37M
|
-$797K
|
-11,361
|
-9%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.37M
|
+$1.16M
|
+16,607
|
+18%
|
|
|
19
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$6.99M
|
-$40K
|
-570
|
-0.5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.61M
|
-$186K
|
-2,647
|
-4%
|
|
|
21
|
Insight Advisors
Newtown,
Pennsylvania
|
$4.45M
|
+$214K
|
+3,049
|
+5%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4.36M
|
+$114K
|
+1,619
|
+3%
|
|
|
23
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.8M
|
+$209K
|
+2,984
|
+6%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$3.69M
|
-$60.1K
|
-857
|
-2%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$3.69M
|
+$367K
|
+5,238
|
+11%
|
|
