|
1
|
Wells Fargo
San Francisco,
California
|
$27.7M
|
-$1.41M
|
-64,070
|
-5%
|
|
|
2
|
|
$19.6M
|
+$155K
|
+7,011
|
+0.8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$1.72M
|
+77,923
|
+10%
|
|
|
4
|
|
$17.7M
|
+$2.71M
|
+122,909
|
+18%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$16.6M
|
+$3.45M
|
+156,344
|
+26%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$4.5M
|
+203,870
|
+66%
|
|
|
7
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.15M
|
+$1.61M
|
+73,218
|
+24%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$8.04M
|
-$3.6M
|
-163,002
|
-30%
|
|
|
9
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$6.77M
|
+$324K
|
+14,682
|
+5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.33M
|
-$1.56M
|
-70,735
|
-26%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.25M
|
-$1.25M
|
-56,702
|
-22%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$3.84M
|
+$16.6K
|
+752
|
+0.4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$3.64M
|
-$4.3K
|
-195
|
-0.1%
|
|
|
14
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.11M
|
+$162K
|
+7,358
|
+5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.93M
|
-$35.5K
|
-1,608
|
-1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.56M
|
+$327K
|
+14,823
|
+14%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.46M
|
+$511K
|
+23,177
|
+26%
|
|
|
18
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.41M
|
-$246K
|
-11,132
|
-9%
|
|
|
19
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.21M
|
+$331
|
+15
|
+0%
|
|
|
20
|
Willis Johnson & Associates
Houston,
Texas
|
$2.11M
|
-$104K
|
-4,724
|
-5%
|
|
|
21
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.05M
|
+$1.8M
|
+81,496
|
+617%
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.93M
|
-$51.1K
|
-2,316
|
-3%
|
|
|
23
|
Naples Global Advisors
Naples,
Florida
|
$1.91M
|
-$21K
|
-950
|
-1%
|
|
|
24
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$1.91M
|
+$12.6K
|
+572
|
+0.7%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.77M
|
+$1.81M
|
+81,930
|
New
|
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