|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$42M
|
+$3.88M
|
+170,030
|
+10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$34M
|
+$4.69M
|
+205,301
|
+16%
|
|
|
3
|
|
$19.3M
|
-$3.55M
|
-155,578
|
-16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
+$3.01M
|
+131,812
|
+20%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.68M
|
+$427K
|
+18,696
|
+6%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$7.05M
|
+$199K
|
+8,727
|
+3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.54M
|
+$6.58K
|
+288
|
+0.1%
|
|
|
8
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$6.17M
|
-$67.8K
|
-2,970
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.2M
|
+$1.57M
|
+68,907
|
+44%
|
|
|
10
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.66M
|
-$213K
|
-9,343
|
-4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.25M
|
-$256K
|
-11,220
|
-6%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$4.13M
|
+$250K
|
+10,943
|
+6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.08M
|
+$566K
|
+24,800
|
+16%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.31M
|
+$1.07M
|
+46,927
|
+48%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.15M
|
-$33.1K
|
-1,448
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.87M
|
+$1.66M
|
+72,605
|
+138%
|
|
|
17
|
Willis Johnson & Associates
Houston,
Texas
|
$2.86M
|
+$29.2K
|
+1,278
|
+1%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.64M
|
-$152K
|
-6,648
|
-5%
|
|
|
19
|
Hamilton Wealth
Encino,
California
|
$2.34M
|
+$718K
|
+31,442
|
+45%
|
|
|
20
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.29M
|
-$47.1K
|
-2,063
|
-2%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.07M
|
+$613K
|
+26,861
|
+42%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.86M
|
-$1.1M
|
-48,281
|
-37%
|
|
|
23
|
|
$1.79M
|
+$1.78M
|
+78,054
|
New
|
|
|
24
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$1.79M
|
+$32.9K
|
+1,441
|
+2%
|
|
|
25
|
Midwestern Financial
Iowa City,
Iowa
|
$1.75M
|
+$494K
|
+21,636
|
+40%
|
|
