|
1
|
|
$163M
|
+$6.47M
|
+146,758
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$79.9M
|
-$13.4M
|
-302,777
|
-13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$74.9M
|
+$10.9M
|
+246,600
|
+15%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74M
|
+$8.99M
|
+203,966
|
+12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$57M
|
+$5.92M
|
+134,246
|
+10%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$45.3M
|
-$1.69M
|
-38,253
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$40M
|
-$16.1M
|
-364,136
|
-26%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$35.5M
|
+$15.5M
|
+351,197
|
+64%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.6M
|
-$5.33M
|
-120,835
|
-12%
|
|
|
10
|
|
$31.2M
|
-$69.6K
|
-1,579
|
-0.2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.8M
|
+$346K
|
+7,836
|
+1%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$22.2M
|
+$1.4M
|
+31,754
|
+6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
+$691K
|
+15,681
|
+3%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$19.3M
|
-$1.34M
|
-30,475
|
-6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.2M
|
-$3.47M
|
-78,779
|
-15%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
-$882K
|
-20,000
|
-4%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$14.7M
|
+$294K
|
+6,660
|
+2%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$13.8M
|
+$1.11M
|
+25,267
|
+8%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$13.5M
|
-$5.29M
|
-119,867
|
-26%
|
|
|
20
|
TrueWealth Advisors
Birmingham,
Alabama
|
$13.2M
|
+$1.28M
|
+28,915
|
+9%
|
|
|
21
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$12.7M
|
+$5.84M
|
+132,510
|
+69%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$12.1M
|
-$317K
|
-7,180
|
-2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.2M
|
-$1.31M
|
-29,629
|
-9%
|
|
|
24
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$11.1M
|
-$184K
|
-4,171
|
-1%
|
|
|
25
|
|
$10.6M
|
+$4.67M
|
+105,901
|
+64%
|
|
