|
1
|
|
$178M
|
+$94.7M
|
+2,032,503
|
+102%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
+$38.9M
|
+834,790
|
+55%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74.5M
|
+$283K
|
+6,076
|
+0.4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$73.6M
|
+$19.4M
|
+416,416
|
+33%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$61.3M
|
+$32.4M
|
+694,427
|
+100%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$58.4M
|
+$8.16M
|
+175,149
|
+15%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$52.9M
|
-$3.02M
|
-64,849
|
-5%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.4M
|
+$29.3M
|
+628,681
|
+179%
|
|
|
9
|
|
$35.3M
|
+$189K
|
+4,048
|
+0.5%
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
$33.2M
|
+$21.2M
|
+455,259
|
+209%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$33.2M
|
+$33.8M
|
+725,567
|
+2,818%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$32.8M
|
+$34.4M
|
+737,713
|
+12,102%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.7M
|
+$269K
|
+5,780
|
+0.9%
|
|
|
14
|
Prudential plc
London, England,
United Kingdom
|
$26.1M
|
+$17.3M
|
+371,900
|
+169%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$24.4M
|
-$5.5M
|
-118,131
|
-18%
|
|
|
16
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.7M
|
+$1.1M
|
+23,657
|
+5%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$23.1M
|
+$3.82M
|
+81,899
|
+19%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.9M
|
+$14.8M
|
+318,405
|
+159%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.2M
|
+$1.28M
|
+27,373
|
+6%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$20.5M
|
+$14.8M
|
+316,681
|
+213%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
+$13.3M
|
+286,401
|
+169%
|
|
|
22
|
Affinity Wealth Management
Wilmington,
Delaware
|
$17.3M
|
+$18.3M
|
+393,636
|
New
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$16.3M
|
-$960K
|
-20,598
|
-5%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$14.5M
|
+$1.97M
|
+42,359
|
+15%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$14.3M
|
+$663K
|
+14,239
|
+5%
|
|
