|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$32.8M
|
+$682K
|
+30,103
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.7M
|
-$3.51M
|
-154,620
|
-10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$22.1M
|
-$124K
|
-5,482
|
-0.6%
|
|
|
4
|
|
$18.7M
|
-$584K
|
-25,740
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
+$1.06M
|
+46,862
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.19M
|
+$837K
|
+36,919
|
+13%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.92M
|
+$1.41M
|
+62,370
|
+25%
|
|
|
8
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.84M
|
+$502K
|
+22,154
|
+9%
|
|
|
9
|
Ocean Park Asset Management
Santa Monica,
California
|
$5.68M
|
+$4.28M
|
+188,900
|
+297%
|
|
|
10
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$4.49M
|
-$274K
|
-12,102
|
-6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.85M
|
-$534K
|
-23,570
|
-12%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$3.42M
|
-$156K
|
-6,862
|
-4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$3.36M
|
+$11.3K
|
+499
|
+0.3%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$3.21M
|
+$124K
|
+5,452
|
+4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.42M
|
+$1.53M
|
+67,702
|
+170%
|
|
|
16
|
Willis Johnson & Associates
Houston,
Texas
|
$2.41M
|
+$56.8K
|
+2,505
|
+2%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.38M
|
+$2.4M
|
+105,928
|
New
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$2.34M
|
-$144K
|
-6,337
|
-6%
|
|
|
19
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.29M
|
+$249
|
+11
|
+0%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$1.75M
|
-$157K
|
-6,929
|
-8%
|
|
|
21
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.71M
|
-$3.42K
|
-151
|
-0.2%
|
|
|
22
|
Hamilton Wealth
Encino,
California
|
$1.7M
|
+$1.07M
|
+47,317
|
+169%
|
|
|
23
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$1.59M
|
+$173K
|
+7,638
|
+12%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.4M
|
+$23
|
+1
|
+0%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
-$77K
|
-3,397
|
-6%
|
|
