|
1
|
Wells Fargo
San Francisco,
California
|
$44.6M
|
-$130K
|
-5,906
|
-0.3%
|
|
|
2
|
|
$16.4M
|
+$2.34M
|
+106,312
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$1.07M
|
+48,605
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
-$1.57M
|
-71,309
|
-12%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.56M
|
+$239K
|
+10,857
|
+3%
|
|
|
6
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$8.57M
|
+$8.47M
|
+384,777
|
New
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$8.56M
|
+$2.47M
|
+111,988
|
+41%
|
|
|
8
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$6.96M
|
+$259K
|
+11,778
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.37M
|
-$171K
|
-7,778
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.89M
|
+$381K
|
+17,288
|
+9%
|
|
|
11
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.76M
|
+$4.71M
|
+213,932
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.34M
|
-$141K
|
-6,413
|
-3%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.83M
|
-$2.14M
|
-97,166
|
-36%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.62M
|
+$2.48M
|
+112,666
|
+225%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.55M
|
-$3.2M
|
-145,167
|
-48%
|
|
|
16
|
Equitable Holdings
New York
|
$3.24M
|
+$3.2M
|
+145,526
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$3.2M
|
-$483K
|
-21,930
|
-13%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$2.95M
|
+$1.18M
|
+53,669
|
+68%
|
|
|
19
|
Willis Johnson & Associates
Houston,
Texas
|
$2.85M
|
-$57.5K
|
-2,613
|
-2%
|
|
|
20
|
Naples Global Advisors
Naples,
Florida
|
$2.78M
|
-$356K
|
-16,190
|
-11%
|
|
|
21
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.69M
|
+$1.36M
|
+61,641
|
+104%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$2.62M
|
+$457K
|
+20,764
|
+21%
|
|
|
23
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.57M
|
+$169K
|
+7,682
|
+7%
|
|
|
24
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.27M
|
+$2.2M
|
+100,019
|
+5,003%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.07M
|
+$2.04M
|
+92,888
|
New
|
|
