|
1
|
Wells Fargo
San Francisco,
California
|
$31.2M
|
-$13.5M
|
-603,297
|
-30%
|
|
|
2
|
|
$17.7M
|
+$1.27M
|
+56,687
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
+$2.15M
|
+96,196
|
+15%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$11.7M
|
+$3.19M
|
+142,694
|
+37%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$252K
|
+11,282
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.57M
|
+$1.19M
|
+53,149
|
+19%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.94M
|
-$2.65M
|
-118,300
|
-28%
|
|
|
8
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$6.83M
|
-$135K
|
-6,011
|
-2%
|
|
|
9
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$6.22M
|
+$6.24M
|
+278,961
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.54M
|
+$648K
|
+28,970
|
+13%
|
|
|
11
|
|
$4.88M
|
+$4.9M
|
+219,018
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.45M
|
+$104K
|
+4,658
|
+2%
|
|
|
13
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.97M
|
-$804K
|
-35,926
|
-17%
|
|
|
14
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3.97M
|
-$4.63M
|
-206,831
|
-54%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.7M
|
+$504K
|
+22,516
|
+16%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$3.62M
|
+$670K
|
+29,953
|
+23%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.19M
|
-$367K
|
-16,378
|
-10%
|
|
|
18
|
Willis Johnson & Associates
Houston,
Texas
|
$2.94M
|
+$94.1K
|
+4,204
|
+3%
|
|
|
19
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.91M
|
+$345K
|
+15,409
|
+13%
|
|
|
20
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.9M
|
+$214K
|
+9,579
|
+8%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.71M
|
+$1.53M
|
+68,467
|
+129%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.55M
|
+$562K
|
+25,102
|
+28%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$2.52M
|
-$99.1K
|
-4,429
|
-4%
|
|
|
24
|
Naples Global Advisors
Naples,
Florida
|
$2.33M
|
-$461K
|
-20,610
|
-16%
|
|
|
25
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.27M
|
+$179
|
+8
|
+0%
|
|
