|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
-$837K
|
-5,259
|
-4%
|
|
|
2
|
First Allied Advisory Services
San Diego,
California
|
$11.7M
|
-$847K
|
-5,320
|
-7%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$11.1M
|
+$1.05M
|
+6,599
|
+11%
|
|
|
4
|
Silvercrest Asset Management
New York
|
$7.67M
|
-$101K
|
-635
|
-1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.53M
|
-$198K
|
-1,244
|
-3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.69M
|
-$38.8K
|
-244
|
-0.6%
|
|
|
7
|
|
$5.83M
|
+$663K
|
+4,167
|
+13%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.53M
|
+$2.59M
|
+16,299
|
+91%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.17M
|
+$3.2M
|
+20,100
|
+168%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$5.1M
|
+$5.03M
|
+31,626
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.88M
|
-$234K
|
-1,470
|
-5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.79M
|
-$1.63M
|
-10,262
|
-26%
|
|
|
13
|
Riversedge Advisors
Wilmington,
Delaware
|
$4M
|
+$47.4K
|
+298
|
+1%
|
|
|
14
|
Crestone Asset Management
Boulder,
Colorado
|
$3.84M
|
+$316K
|
+1,984
|
+9%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.9M
|
+$97.4K
|
+612
|
+4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.44M
|
+$31.7K
|
+199
|
+1%
|
|
|
17
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$2.27M
|
-$210K
|
-1,322
|
-9%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$2.2M
|
+$14.5K
|
+91
|
+0.7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.16M
|
+$508K
|
+3,189
|
+31%
|
|
|
20
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.07M
|
-$46K
|
-289
|
-2%
|
|
|
21
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$2M
|
-$58.1K
|
-365
|
-3%
|
|
|
22
|
Little House Capital
Braintree,
Massachusetts
|
$1.58M
|
+$14K
|
+88
|
+0.9%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.44M
|
+$17.8K
|
+112
|
+1%
|
|
|
24
|
Equitable Holdings
New York
|
$1.42M
|
-$61.1K
|
-384
|
-4%
|
|
|
25
|
Oppenheimer & Co
New York
|
$1.1M
|
-$143K
|
-900
|
-12%
|
|
