|
1
|
Charles Schwab
San Francisco,
California
|
$5.28B
|
+$5.01B
|
+228,614,998
|
+2,114%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$174M
|
+$3.95M
|
+180,382
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$163M
|
+$17M
|
+775,630
|
+12%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$43.3M
|
+$9.41M
|
+428,984
|
+28%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.2M
|
-$8.57M
|
-390,962
|
-25%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22.3M
|
-$384K
|
-17,528
|
-2%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.7M
|
-$1.49M
|
-67,798
|
-7%
|
|
|
8
|
Bouchey Financial Group
Troy,
New York
|
$16.5M
|
+$536K
|
+24,468
|
+3%
|
|
|
9
|
Rational Advisors
Huntington,
New York
|
$14.7M
|
-$852K
|
-38,870
|
-6%
|
|
|
10
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$14.5M
|
+$14.4M
|
+656,484
|
New
|
|
|
11
|
WestHill Financial Advisors
San Rafael,
California
|
$10.9M
|
+$107K
|
+4,880
|
+1%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.42M
|
+$1.32M
|
+60,422
|
+19%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$6.32M
|
-$814K
|
-37,142
|
-11%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.28M
|
-$1.54M
|
-70,372
|
-20%
|
|
|
15
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$6.15M
|
+$602K
|
+27,452
|
+11%
|
|
|
16
|
Marmo Financial Group
Johnson City,
Tennessee
|
$6.12M
|
-$66.8K
|
-3,046
|
-1%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$5.96M
|
+$472K
|
+21,526
|
+9%
|
|
|
18
|
Kaizen Financial Strategies
Campbell,
California
|
$5.85M
|
+$1.44M
|
+65,594
|
+34%
|
|
|
19
|
|
$5.58M
|
-$2.66M
|
-121,510
|
-32%
|
|
|
20
|
|
$5.39M
|
-$1.06M
|
-48,402
|
-17%
|
|
|
21
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.95M
|
+$4.92M
|
+224,280
|
New
|
|
|
22
|
|
$4.85M
|
+$4.82M
|
+220,000
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.71M
|
+$440K
|
+20,076
|
+10%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$4.35M
|
-$147K
|
-6,686
|
-3%
|
|
|
25
|
|
$4.19M
|
-$3.49M
|
-158,988
|
-46%
|
|
