|
1
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
-$7.8M
|
-180,664
|
-5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$93.1M
|
+$1.11M
|
+25,775
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$87.5M
|
-$4.15M
|
-96,148
|
-5%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$72.1M
|
+$6.39M
|
+147,907
|
+10%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.4M
|
-$3.74M
|
-86,540
|
-7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$51.7M
|
-$15.6M
|
-360,512
|
-24%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$45.3M
|
+$6.84M
|
+158,326
|
+18%
|
|
|
8
|
|
$44.3M
|
+$11.3M
|
+260,937
|
+35%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.7M
|
-$439K
|
-10,161
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.4M
|
+$15.8K
|
+366
|
+0%
|
|
|
11
|
Evensky & Katz
Coral Gables,
Florida
|
$35.7M
|
+$363K
|
+8,404
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.2M
|
+$3.23M
|
+74,844
|
+11%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$29.3M
|
-$615K
|
-14,238
|
-2%
|
|
|
14
|
Madison Asset Management
Madison,
Wisconsin
|
$28.6M
|
+$8.49M
|
+196,531
|
+44%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.3M
|
+$1.38M
|
+32,011
|
+6%
|
|
|
16
|
Equitable Holdings
New York
|
$23.2M
|
+$3.43M
|
+79,491
|
+18%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$175K
|
+4,056
|
+1%
|
|
|
18
|
Ballast Inc
Lexington,
Kentucky
|
$16.7M
|
+$438K
|
+10,152
|
+3%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$16.5M
|
+$804K
|
+18,609
|
+5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$15.9M
|
+$477K
|
+11,053
|
+3%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$14.6M
|
-$424K
|
-9,824
|
-3%
|
|
|
22
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$14.3M
|
+$13.8M
|
+318,636
|
+6,704%
|
|
|
23
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$12.9M
|
-$1.6M
|
-36,977
|
-11%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
+$7.01M
|
+162,312
|
+131%
|
|
|
25
|
Glovista Investments
Jersey City,
New Jersey
|
$11.9M
|
+$11.1M
|
+257,322
|
+2,144%
|
|
