|
1
|
|
$52.2M
|
-$364K
|
-6,980
|
-0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
-$3.6M
|
-68,995
|
-10%
|
|
|
3
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$25.2M
|
-$2.6M
|
-49,770
|
-9%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.6M
|
-$36.3K
|
-696
|
-0.2%
|
|
|
5
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$14.7M
|
-$4.67M
|
-89,478
|
-24%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
-$876K
|
-16,785
|
-6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11.7M
|
-$3.48M
|
-66,676
|
-23%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.9M
|
-$3.11M
|
-59,582
|
-22%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
-$5.31M
|
-101,830
|
-33%
|
|
|
10
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$9.97M
|
+$2.05M
|
+39,355
|
+26%
|
|
|
11
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7.53M
|
-$212K
|
-4,061
|
-3%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.55M
|
-$209K
|
-4,000
|
-3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.07M
|
-$1.92M
|
-36,767
|
-24%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.58M
|
-$96.2K
|
-1,845
|
-2%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.01M
|
-$965K
|
-18,501
|
-16%
|
|
|
16
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.91M
|
-$168K
|
-3,226
|
-3%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.36M
|
+$1.97M
|
+37,670
|
+84%
|
|
|
18
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$4.34M
|
+$288K
|
+5,526
|
+7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.15M
|
+$93.5K
|
+1,792
|
+2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
-$16K
|
-306
|
-0.4%
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.67M
|
+$3.62M
|
+69,417
|
New
|
|
|
22
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.09M
|
+$449K
|
+8,607
|
+17%
|
|
|
23
|
|
$2.69M
|
-$2.17M
|
-41,635
|
-45%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$2.68M
|
-$187K
|
-3,582
|
-7%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$2.47M
|
-$760K
|
-14,568
|
-24%
|
|
