|
1
|
Wells Fargo
San Francisco,
California
|
$30M
|
-$1.29M
|
-57,924
|
-4%
|
|
|
2
|
|
$20.1M
|
+$2.34M
|
+105,108
|
+13%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
+$1.23M
|
+55,451
|
+8%
|
|
|
4
|
|
$15.5M
|
+$10.6M
|
+477,199
|
+218%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$13.6M
|
+$1.89M
|
+84,742
|
+16%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$212K
|
+9,511
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.93M
|
-$636K
|
-28,587
|
-8%
|
|
|
8
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$6.78M
|
-$57.5K
|
-2,583
|
-0.8%
|
|
|
9
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$6.66M
|
+$436K
|
+19,590
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.04M
|
-$897K
|
-40,337
|
-13%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.65M
|
+$106K
|
+4,748
|
+2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$3.95M
|
+$242K
|
+10,887
|
+7%
|
|
|
13
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3.85M
|
-$120K
|
-5,384
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.76M
|
-$683K
|
-30,698
|
-15%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.06M
|
+$343K
|
+15,431
|
+13%
|
|
|
16
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.04M
|
+$140K
|
+6,287
|
+5%
|
|
|
17
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.02M
|
+$105K
|
+4,698
|
+4%
|
|
|
18
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.73M
|
-$1.23M
|
-55,457
|
-31%
|
|
|
19
|
Flow Traders U.S.
New York
|
$2.6M
|
+$740K
|
+33,247
|
+40%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.31M
|
-$881K
|
-39,621
|
-28%
|
|
|
21
|
Willis Johnson & Associates
Houston,
Texas
|
$2.28M
|
-$662K
|
-29,755
|
-23%
|
|
|
22
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.28M
|
+$334
|
+15
|
+0%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$2.17M
|
-$355K
|
-15,955
|
-14%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.04M
|
+$459K
|
+20,648
|
+29%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.02M
|
-$532K
|
-23,909
|
-21%
|
|
