|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$38.1M
|
+$10.3M
|
+455,059
|
+38%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$29.3M
|
+$4.85M
|
+213,670
|
+20%
|
|
|
3
|
|
$22.8M
|
+$5.42M
|
+239,152
|
+32%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$2.12M
|
+93,700
|
+17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.25M
|
+$58.9K
|
+2,596
|
+0.8%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$6.85M
|
+$163K
|
+7,184
|
+2%
|
|
|
7
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.84M
|
+$308K
|
+13,572
|
+5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.53M
|
-$360K
|
-15,875
|
-5%
|
|
|
9
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$6.21M
|
-$1.19M
|
-52,344
|
-16%
|
|
|
10
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.87M
|
+$4.83M
|
+212,869
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.5M
|
-$21.4M
|
-945,628
|
-83%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$3.88M
|
-$3.56M
|
-156,935
|
-48%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.62M
|
-$97.9K
|
-4,318
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.51M
|
+$4.81K
|
+212
|
+0.1%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.19M
|
-$16.7K
|
-737
|
-0.5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.94M
|
+$529K
|
+23,341
|
+22%
|
|
|
17
|
Willis Johnson & Associates
Houston,
Texas
|
$2.83M
|
+$78K
|
+3,441
|
+3%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.79M
|
+$283K
|
+12,462
|
+11%
|
|
|
19
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.34M
|
+$408
|
+18
|
+0%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.24M
|
+$997K
|
+43,942
|
+82%
|
|
|
21
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$1.75M
|
-$8.28K
|
-365
|
-0.5%
|
|
|
22
|
Wealthspire Advisors (New York)
New York
|
$1.67M
|
+$2.15K
|
+95
|
+0.1%
|
|
|
23
|
Hamilton Wealth
Encino,
California
|
$1.62M
|
+$593K
|
+26,151
|
+59%
|
|
|
24
|
Ocean Park Asset Management
Santa Monica,
California
|
$1.51M
|
-$4.23M
|
-186,600
|
-74%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.46M
|
+$535K
|
+23,608
|
+59%
|
|
