|
1
|
Bank of America
Charlotte,
North Carolina
|
$228M
|
-$22.3M
|
-304,439
|
-8%
|
|
|
2
|
|
$181M
|
+$42.4M
|
+578,035
|
+28%
|
|
|
3
|
|
$68.7M
|
+$3.04M
|
+41,435
|
+4%
|
|
|
4
|
|
$60.6M
|
+$1.86M
|
+25,405
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$53.6M
|
+$4.22M
|
+57,592
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$51.8M
|
+$1.86M
|
+25,384
|
+3%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$50.1M
|
+$12.7M
|
+173,133
|
+31%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$48.8M
|
+$21.1M
|
+287,815
|
+68%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$45.1M
|
-$66.6M
|
-908,284
|
-58%
|
|
|
10
|
Tanglewood Wealth Management
Houston,
Texas
|
$36.6M
|
-$615K
|
-8,389
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.8M
|
+$399K
|
+5,445
|
+1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$34.8M
|
-$11.5M
|
-156,618
|
-24%
|
|
|
13
|
ESL Trust Services
Rochester,
New York
|
$32.9M
|
+$15.5M
|
+210,886
|
+78%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$32.4M
|
+$602K
|
+8,206
|
+2%
|
|
|
15
|
American Financial Advisors
Marietta,
Georgia
|
$28.9M
|
+$29.5K
|
+402
|
+0.1%
|
|
|
16
|
Insight Wealth Strategies
San Ramon,
California
|
$24.1M
|
+$1.47K
|
+20
|
+0%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$20.5M
|
+$5.48M
|
+74,777
|
+33%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.1M
|
-$780K
|
-10,642
|
-4%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.7M
|
+$966K
|
+13,179
|
+5%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.2M
|
+$5.45M
|
+74,317
|
+36%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.1M
|
+$446K
|
+6,086
|
+2%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$17.6M
|
-$1.77M
|
-24,109
|
-9%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$6.67M
|
+91,049
|
+57%
|
|
|
24
|
Boston Financial Management
Boston,
Massachusetts
|
$17M
|
-$54.2K
|
-739
|
-0.3%
|
|
|
25
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$15.5M
|
+$16.6M
|
+226,454
|
New
|
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