|
1
|
Wells Fargo
San Francisco,
California
|
$41.3M
|
+$4.7M
|
+206,549
|
+13%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$38.1M
|
+$2.81M
|
+123,838
|
+8%
|
|
|
3
|
|
$22.6M
|
+$590K
|
+25,946
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$231K
|
-10,178
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$3.39M
|
-149,276
|
-25%
|
|
|
6
|
Sykon Capital
Harrison,
New York
|
$9.8M
|
+$9.46M
|
+415,956
|
+3,466%
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$7.25M
|
-$66.4K
|
-2,921
|
-0.9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$6.62M
|
+$514K
|
+22,601
|
+8%
|
|
|
9
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$6.11M
|
+$17.1K
|
+753
|
+0.3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.91M
|
-$501K
|
-22,028
|
-8%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$5.41M
|
+$689K
|
+30,328
|
+15%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$5.18M
|
+$4.55M
|
+200,330
|
+777%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.46M
|
-$10.2K
|
-448
|
-0.2%
|
|
|
14
|
Vaquero Private Wealth
Dallas,
Texas
|
$4.46M
|
+$4.43M
|
+194,902
|
New
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.39M
|
-$122K
|
-5,355
|
-3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.71M
|
+$773K
|
+34,023
|
+27%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.12M
|
+$921K
|
+40,527
|
+42%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$2.98M
|
-$260K
|
-11,452
|
-8%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.91M
|
-$147K
|
-6,479
|
-5%
|
|
|
20
|
Midwestern Financial
Iowa City,
Iowa
|
$2.85M
|
+$700K
|
+30,815
|
+33%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.75M
|
-$1.45M
|
-63,983
|
-35%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.66M
|
-$33.2K
|
-1,462
|
-1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.53M
|
-$1.36M
|
-59,657
|
-35%
|
|
|
24
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.29M
|
–
|
–
|
–
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.2M
|
+$239K
|
+10,525
|
+12%
|
|
