|
1
|
|
$108M
|
+$13.5M
|
+245,908
|
+14%
|
|
|
2
|
|
$68.2M
|
+$57.2M
|
+1,038,677
|
+519%
|
|
|
3
|
Members Trust
Tampa,
Florida
|
$61.6M
|
+$5.5M
|
+99,983
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$40.1M
|
+$10.3M
|
+186,498
|
+34%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$34.7M
|
+$3.09M
|
+56,129
|
+10%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$22.3M
|
+$2.49M
|
+45,301
|
+13%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.5M
|
-$450K
|
-8,174
|
-2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$18.2M
|
-$13.1M
|
-237,204
|
-42%
|
|
|
9
|
Gateway Advisory
Westfield,
New Jersey
|
$16.6M
|
+$134K
|
+2,437
|
+0.8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$14.3M
|
+$694K
|
+12,610
|
+5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
+$12.6M
|
+228,454
|
+823%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
+$3.06M
|
+55,637
|
+30%
|
|
|
13
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$13M
|
+$9.66M
|
+175,533
|
+287%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$12.9M
|
+$2.64M
|
+47,976
|
+26%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$1.59M
|
+28,877
|
+15%
|
|
|
16
|
Bennicas & Associates
Portola Valley,
California
|
$11.1M
|
-$140K
|
-2,535
|
-1%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$9.22M
|
-$881K
|
-15,995
|
-9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$8.46M
|
+$1.5M
|
+27,195
|
+22%
|
|
|
19
|
Parkside Advisors
Berkeley,
California
|
$7.32M
|
+$10.2K
|
+186
|
+0.1%
|
|
|
20
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$6.46M
|
-$395K
|
-7,183
|
-6%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$6.19M
|
+$473K
|
+8,594
|
+8%
|
|
|
22
|
Ferguson Shapiro
Decatur,
Georgia
|
$5.45M
|
-$36.6M
|
-665,446
|
-87%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.55M
|
-$147K
|
-2,674
|
-3%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.51M
|
+$4.31M
|
+78,290
|
+2,109%
|
|
|
25
|
MTC Wealth Management
Tampa,
Florida
|
$4.47M
|
-$43.8K
|
-795
|
-1%
|
|
