|
1
|
Wells Fargo
San Francisco,
California
|
$8.16M
|
-$230K
|
-14,818
|
-3%
|
|
|
2
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.88M
|
+$47.5K
|
+3,060
|
+0.7%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$5.3M
|
+$1.4M
|
+89,861
|
+37%
|
|
|
4
|
|
$4.9M
|
-$453K
|
-29,156
|
-9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.84M
|
+$148K
|
+9,558
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.28M
|
-$43.1K
|
-2,774
|
-1%
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$2.68M
|
+$110K
|
+7,090
|
+4%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$2.63M
|
+$110K
|
+7,090
|
+5%
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
$1.83M
|
+$699K
|
+45,002
|
+65%
|
|
|
10
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.52M
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.39M
|
+$12.9K
|
+830
|
+1%
|
|
|
12
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.15M
|
-$481K
|
-30,944
|
-30%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$760K
|
+$81.2K
|
+5,230
|
+12%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$592K
|
+$129K
|
+8,328
|
+29%
|
|
|
15
|
World Investment Advisors
Santa Barbara,
California
|
$426K
|
+$412K
|
+26,500
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$410K
|
+$885
|
+57
|
+0.2%
|
|
|
17
|
XML Financial
Bethesda,
Maryland
|
$408K
|
+$21.7K
|
+1,399
|
+6%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$386K
|
+$49K
|
+3,154
|
+15%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$386K
|
–
|
–
|
–
|
|
|
20
|
Oppenheimer & Co
New York
|
$354K
|
-$24.9K
|
-1,600
|
-7%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$318K
|
+$86.2K
|
+5,550
|
+39%
|
|
|
22
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$317K
|
–
|
–
|
–
|
|
|
23
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$279K
|
+$270K
|
+17,365
|
New
|
|
|
24
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$279K
|
+$270K
|
+17,365
|
New
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$259K
|
–
|
–
|
–
|
|
