|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$30M
|
+$4.92M
|
+221,303
|
+20%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$27.9M
|
+$4.74M
|
+213,195
|
+21%
|
|
|
3
|
|
$21.5M
|
-$1.11M
|
-49,844
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$18.3M
|
-$3.08M
|
-138,458
|
-14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.86M
|
-$719K
|
-32,319
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.66M
|
+$175K
|
+7,848
|
+3%
|
|
|
7
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.85M
|
-$191K
|
-8,563
|
-3%
|
|
|
8
|
|
$5.36M
|
-$969K
|
-43,557
|
-15%
|
|
|
9
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$4.84M
|
-$2.46M
|
-110,584
|
-34%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$3.91M
|
+$13.3K
|
+596
|
+0.3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.78M
|
-$1.56M
|
-70,298
|
-29%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$3.29M
|
-$78.1K
|
-3,512
|
-2%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$3.15M
|
+$50.3K
|
+2,259
|
+2%
|
|
|
14
|
Willis Johnson & Associates
Houston,
Texas
|
$2.51M
|
+$39.2K
|
+1,762
|
+2%
|
|
|
15
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.28M
|
+$356
|
+16
|
+0%
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.09M
|
-$12.6K
|
-568
|
-0.6%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.07M
|
-$132K
|
-5,938
|
-6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.95M
|
-$18.7K
|
-839
|
-1%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.91M
|
+$31.1K
|
+1,400
|
+2%
|
|
|
20
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.66M
|
-$67.3K
|
-3,025
|
-4%
|
|
|
21
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$1.58M
|
-$165K
|
-7,423
|
-9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
-$531K
|
-23,852
|
-26%
|
|
|
23
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.44M
|
+$34.3K
|
+1,541
|
+2%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$1.43M
|
–
|
–
|
–
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.39M
|
+$1.38M
|
+62,000
|
New
|
|
