|
1
|
Bank of America
Charlotte,
North Carolina
|
$181M
|
+$2.54M
|
+54,699
|
+1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$101M
|
-$999K
|
-21,491
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$91.1M
|
-$4.64M
|
-99,716
|
-5%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$77.7M
|
-$1.3M
|
-28,013
|
-2%
|
|
|
5
|
|
$69.1M
|
+$19.7M
|
+422,883
|
+42%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.8M
|
+$1.23M
|
+26,529
|
+2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$51.1M
|
+$1.34M
|
+28,850
|
+3%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$45.4M
|
-$1.37M
|
-29,416
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$44.7M
|
-$11.4M
|
-244,729
|
-21%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$40.5M
|
+$1.27M
|
+27,370
|
+3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.1M
|
-$2.89M
|
-62,188
|
-7%
|
|
|
12
|
Madison Asset Management
Madison,
Wisconsin
|
$38.7M
|
+$7M
|
+150,505
|
+23%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.5M
|
-$1.75M
|
-37,742
|
-5%
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$30.3M
|
-$1.68M
|
-36,148
|
-5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28M
|
+$243K
|
+5,224
|
+0.9%
|
|
|
16
|
Equitable Holdings
New York
|
$22.2M
|
-$3.04M
|
-65,442
|
-13%
|
|
|
17
|
Ballast Inc
Lexington,
Kentucky
|
$19.1M
|
+$717K
|
+15,426
|
+4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$18.3M
|
+$832K
|
+17,894
|
+5%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$18.2M
|
+$62K
|
+1,333
|
+0.4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$18M
|
-$2.62M
|
-56,404
|
-13%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$15.9M
|
-$98.6K
|
-2,120
|
-0.6%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$13.7M
|
-$185K
|
-3,989
|
-1%
|
|
|
23
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$13M
|
-$1.05M
|
-22,497
|
-8%
|
|
|
24
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$12.1M
|
+$441K
|
+9,493
|
+4%
|
|
|
25
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11.1M
|
-$542K
|
-11,649
|
-5%
|
|
