|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.1M
|
+$1.61M
|
+71,384
|
+5%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$31M
|
+$2.59M
|
+115,157
|
+9%
|
|
|
3
|
|
$20.5M
|
-$1.32M
|
-58,542
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
-$2.41M
|
-107,369
|
-13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.36M
|
-$647K
|
-28,774
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.25M
|
+$477K
|
+21,216
|
+7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.29M
|
+$3.28M
|
+145,764
|
+168%
|
|
|
8
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.04M
|
-$896K
|
-39,836
|
-15%
|
|
|
9
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$4.98M
|
+$61.3K
|
+2,728
|
+1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.19M
|
+$350K
|
+15,549
|
+9%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$3.94M
|
-$34.2K
|
-1,520
|
-0.9%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$3.2M
|
-$147K
|
-6,559
|
-4%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$3.14M
|
-$61.6K
|
-2,741
|
-2%
|
|
|
14
|
Willis Johnson & Associates
Houston,
Texas
|
$2.46M
|
-$86.2K
|
-3,832
|
-3%
|
|
|
15
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.32M
|
+$382
|
+17
|
+0%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.19M
|
+$82.5K
|
+3,670
|
+4%
|
|
|
17
|
|
$1.9M
|
+$1.88M
|
+83,777
|
New
|
|
|
18
|
|
$1.84M
|
-$3.57M
|
-158,619
|
-66%
|
|
|
19
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.65M
|
-$28.9K
|
-1,287
|
-2%
|
|
|
20
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$1.64M
|
+$33.7K
|
+1,497
|
+2%
|
|
|
21
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.41M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
-$155K
|
-6,895
|
-10%
|
|
|
23
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.3M
|
-$163K
|
-7,269
|
-11%
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.26M
|
-$861K
|
-38,303
|
-41%
|
|
|
25
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.2M
|
+$10.6K
|
+470
|
+0.9%
|
|
