|
1
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
-$173K
|
-930
|
-0.8%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$13.7M
|
-$570K
|
-3,071
|
-4%
|
|
|
3
|
|
$10.9M
|
+$3.02M
|
+16,272
|
+45%
|
|
|
4
|
Silvercrest Asset Management
New York
|
$9.43M
|
-$439K
|
-2,365
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.37M
|
-$332K
|
-1,787
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.7M
|
+$2.23M
|
+12,016
|
+40%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.65M
|
+$863K
|
+4,648
|
+15%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.47M
|
+$3.31M
|
+17,860
|
+99%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.24M
|
+$6.44M
|
+34,700
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$6.75M
|
+$106K
|
+573
|
+2%
|
|
|
11
|
Crestone Asset Management
Boulder,
Colorado
|
$6.18M
|
+$1.08M
|
+5,806
|
+24%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$6.08M
|
-$199K
|
-1,072
|
-4%
|
|
|
13
|
WestHill Financial Advisors
San Rafael,
California
|
$5.21M
|
+$4.64M
|
+24,994
|
New
|
|
|
14
|
Riversedge Advisors
Wilmington,
Delaware
|
$5.16M
|
-$6.12K
|
-33
|
-0.1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.89M
|
-$3.34M
|
-17,972
|
-43%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.41M
|
+$238K
|
+1,280
|
+8%
|
|
|
17
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.27M
|
-$3.45M
|
-18,576
|
-54%
|
|
|
18
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$3.12M
|
+$470K
|
+2,530
|
+20%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.08M
|
+$261K
|
+1,409
|
+11%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$3.01M
|
+$151K
|
+811
|
+6%
|
|
|
21
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3M
|
+$292K
|
+1,575
|
+12%
|
|
|
22
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$2.9M
|
+$2.58M
|
+13,926
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.5M
|
+$1.61M
|
+8,686
|
+263%
|
|
|
24
|
Madrona Financial Services
Everett,
Washington
|
$2.35M
|
+$2.09M
|
+11,270
|
New
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.13M
|
+$248K
|
+1,339
|
+15%
|
|
