|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.2M
|
+$2.58M
|
+18,952
|
+17%
|
|
|
2
|
First Allied Advisory Services
San Diego,
California
|
$11.8M
|
+$1.11M
|
+8,154
|
+12%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$9.36M
|
-$2.85M
|
-20,988
|
-25%
|
|
|
4
|
Silvercrest Asset Management
New York
|
$7.25M
|
+$63.2K
|
+465
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.21M
|
+$866K
|
+6,368
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.27M
|
-$419K
|
-3,079
|
-7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.01M
|
+$552K
|
+4,060
|
+11%
|
|
|
8
|
|
$4.81M
|
-$61.1K
|
-449
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4.77M
|
-$22.4K
|
-165
|
-0.5%
|
|
|
10
|
Riversedge Advisors
Wilmington,
Delaware
|
$3.69M
|
+$38.1K
|
+280
|
+1%
|
|
|
11
|
Crestone Asset Management
Boulder,
Colorado
|
$3.28M
|
+$2.97M
|
+21,825
|
New
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.71M
|
-$179K
|
-1,314
|
-7%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.61M
|
+$402K
|
+2,958
|
+21%
|
|
|
14
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$2.31M
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.24M
|
-$257K
|
-1,888
|
-11%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.04M
|
+$12.9K
|
+95
|
+0.7%
|
|
|
17
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.97M
|
-$240K
|
-1,761
|
-12%
|
|
|
18
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$1.92M
|
-$77.5K
|
-570
|
-4%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.8M
|
+$1.62M
|
+11,942
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.53M
|
+$166K
|
+1,217
|
+14%
|
|
|
21
|
Little House Capital
Braintree,
Massachusetts
|
$1.46M
|
+$1.32M
|
+9,686
|
New
|
|
|
22
|
Equitable Holdings
New York
|
$1.38M
|
+$408
|
+3
|
+0%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.32M
|
-$116K
|
-851
|
-9%
|
|
|
24
|
Oppenheimer & Co
New York
|
$1.16M
|
+$1.05M
|
+7,731
|
New
|
|
|
25
|
Ziegler Capital Management
Chicago,
Illinois
|
$945K
|
–
|
–
|
–
|
|
