|
1
|
|
$184M
|
-$3.68M
|
-84,408
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$91.2M
|
-$2.44M
|
-56,058
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$81.9M
|
-$16.8M
|
-385,298
|
-17%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$62.8M
|
-$6.67M
|
-153,150
|
-9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.7M
|
-$4.87M
|
-111,707
|
-7%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$47.5M
|
-$919K
|
-21,111
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$36.6M
|
-$15.9M
|
-364,430
|
-30%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$33.5M
|
-$5.96M
|
-136,947
|
-15%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.5M
|
-$1.82M
|
-41,719
|
-5%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$31.5M
|
+$3.74M
|
+85,963
|
+1,621%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.9M
|
+$5.86M
|
+134,570
|
+23%
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
$28.6M
|
+$9.49M
|
+217,902
|
+47%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$27.8M
|
+$5.56M
|
+127,699
|
+24%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
+$1.93M
|
+44,323
|
+9%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.9M
|
-$12.1M
|
-276,981
|
-35%
|
|
|
16
|
|
$21.2M
|
-$9.33M
|
-214,120
|
-30%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$20.7M
|
-$1.95M
|
-44,660
|
-8%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$19.5M
|
-$2.2M
|
-50,494
|
-10%
|
|
|
19
|
|
$17.1M
|
+$6.35M
|
+145,854
|
+56%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.7M
|
+$2.17M
|
+49,859
|
+14%
|
|
|
21
|
Silicon Valley Capital Partners
San Jose,
California
|
$16.4M
|
+$1.2M
|
+27,566
|
+8%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$15.8M
|
+$3.59M
|
+82,381
|
+28%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$15.3M
|
-$78.9K
|
-1,811
|
-0.5%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.1M
|
+$3.92M
|
+89,974
|
+37%
|
|
|
25
|
TrueWealth Advisors
Birmingham,
Alabama
|
$13.6M
|
-$1.71M
|
-39,210
|
-11%
|
|
