|
1
|
Wells Fargo
San Francisco,
California
|
$36.2M
|
+$2.55M
|
+111,319
|
+7%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$34.9M
|
-$6.71M
|
-292,476
|
-16%
|
|
|
3
|
|
$21.7M
|
+$2.69M
|
+117,107
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$69.4K
|
-3,025
|
-0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$6.07M
|
+264,630
|
+79%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$7.24M
|
+$265K
|
+11,554
|
+4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.35M
|
-$117K
|
-5,085
|
-2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$6.04M
|
+$2.03M
|
+88,728
|
+50%
|
|
|
9
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$6.03M
|
-$71K
|
-3,096
|
-1%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$4.67M
|
+$590K
|
+25,746
|
+14%
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.47M
|
-$145K
|
-6,338
|
-3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.43M
|
+$227K
|
+9,917
|
+5%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.17M
|
+$906K
|
+39,496
|
+27%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.85M
|
-$1.3M
|
-56,820
|
-25%
|
|
|
15
|
Waverly Advisors
Birmingham,
Alabama
|
$3.21M
|
+$1.79M
|
+78,255
|
+123%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.03M
|
-$93.8K
|
-4,090
|
-3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.9M
|
+$64K
|
+2,793
|
+2%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.67M
|
+$58.8K
|
+2,566
|
+2%
|
|
|
19
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.27M
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.17M
|
+$334K
|
+14,552
|
+18%
|
|
|
21
|
Midwestern Financial
Iowa City,
Iowa
|
$2.12M
|
+$397K
|
+17,307
|
+23%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.93M
|
-$114K
|
-4,975
|
-5%
|
|
|
23
|
Hamilton Wealth
Encino,
California
|
$1.73M
|
-$590K
|
-25,709
|
-25%
|
|
|
24
|
Wealthspire Advisors (New York)
New York
|
$1.65M
|
+$36.9K
|
+1,610
|
+2%
|
|
|
25
|
Willis Johnson & Associates
Houston,
Texas
|
$1.61M
|
-$1.24M
|
-54,167
|
-43%
|
|
