|
1
|
Bank of America
Charlotte,
North Carolina
|
$37.3M
|
-$10.5M
|
-77,136
|
-22%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
-$15.7M
|
-116,186
|
-36%
|
|
|
3
|
|
$25.5M
|
+$579K
|
+4,273
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
+$1.28M
|
+9,444
|
+7%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.7M
|
+$11.7M
|
+86,267
|
+224%
|
|
|
6
|
Strid Group
Newtown Square,
Pennsylvania
|
$12.2M
|
+$12.4M
|
+91,213
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.93M
|
+$4.41M
|
+32,525
|
+96%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$6.79M
|
-$501K
|
-3,700
|
-7%
|
|
|
9
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$6.45M
|
-$29K
|
-214
|
-0.4%
|
|
|
10
|
James Investment Research
Alpha,
Ohio
|
$5.49M
|
-$229K
|
-1,692
|
-4%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.76M
|
+$72.5K
|
+535
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.51M
|
-$10.2M
|
-75,282
|
-74%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.29M
|
+$3.32M
|
+24,520
|
New
|
|
|
14
|
LifePlan Financial Group
Dayton,
Ohio
|
$3.2M
|
-$54.9K
|
-405
|
-2%
|
|
|
15
|
Cardan Capital Partners
Denver,
Colorado
|
$2.71M
|
+$2.73M
|
+20,165
|
New
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$2.46M
|
-$104K
|
-767
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.4M
|
+$1.42M
|
+10,501
|
+142%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$2.17M
|
+$1.39M
|
+10,290
|
+174%
|
|
|
19
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.15M
|
–
|
–
|
–
|
|
|
20
|
American International Group
New York
|
$2M
|
+$1.05M
|
+7,743
|
+109%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.98M
|
+$834K
|
+6,157
|
+71%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$1.77M
|
-$89K
|
-657
|
-5%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.65M
|
-$772K
|
-5,700
|
-32%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1.65M
|
+$24.5K
|
+181
|
+1%
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.54M
|
-$93K
|
-686
|
-6%
|
|
