|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.1M
|
+$301K
|
+13,574
|
+1%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$23.2M
|
+$3.54M
|
+159,387
|
+18%
|
|
|
3
|
|
$22.6M
|
+$734K
|
+33,047
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
-$943K
|
-42,491
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$1.31M
|
+59,057
|
+14%
|
|
|
6
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$7.33M
|
-$2.28M
|
-102,642
|
-24%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$6.69M
|
+$5.99M
|
+269,944
|
+951%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.5M
|
+$538K
|
+24,226
|
+9%
|
|
|
9
|
|
$6.34M
|
-$13M
|
-586,675
|
-67%
|
|
|
10
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.05M
|
+$2.72M
|
+122,506
|
+83%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.36M
|
+$1.45M
|
+65,458
|
+38%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$3.91M
|
+$120K
|
+5,389
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$3.38M
|
-$257K
|
-11,563
|
-7%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$3.11M
|
-$825K
|
-37,168
|
-21%
|
|
|
15
|
Willis Johnson & Associates
Houston,
Texas
|
$2.47M
|
+$121K
|
+5,461
|
+5%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.44M
|
+$99.1K
|
+4,463
|
+4%
|
|
|
17
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.29M
|
+$222
|
+10
|
+0%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.21M
|
-$73.9K
|
-3,328
|
-3%
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.11M
|
+$5.82K
|
+262
|
+0.3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.07M
|
-$912K
|
-41,098
|
-31%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.97M
|
-$33.9K
|
-1,528
|
-2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.88M
|
+$714K
|
+32,150
|
+62%
|
|
|
23
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$1.75M
|
-$79.1K
|
-3,561
|
-4%
|
|
|
24
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.73M
|
-$177K
|
-7,971
|
-9%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$1.43M
|
-$34.8K
|
-1,568
|
-2%
|
|
