|
1
|
Magnus Financial Group
New York
|
$13.6M
|
+$262K
|
+12,115
|
+2%
|
|
|
2
|
Arden Trust
Wilmington,
Delaware
|
$8.34M
|
-$1.84M
|
-85,062
|
-18%
|
|
|
3
|
Franklin Resources
San Mateo,
California
|
$8.27M
|
-$495K
|
-22,838
|
-5%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$3.97M
|
-$1.23M
|
-56,678
|
-23%
|
|
|
5
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.67M
|
+$3.78M
|
+174,720
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.42M
|
-$1.21M
|
-56,045
|
-26%
|
|
|
7
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.57M
|
-$284K
|
-13,110
|
-10%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$1.7M
|
-$1.47M
|
-68,103
|
-46%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$1.34M
|
-$7.57M
|
-349,407
|
-85%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.27M
|
-$1.4M
|
-64,546
|
-52%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.11M
|
+$184K
|
+8,485
|
+19%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$573K
|
+26,444
|
+119%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$977K
|
-$16.4K
|
-759
|
-2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$783K
|
–
|
–
|
–
|
|
|
15
|
|
$655K
|
-$8.43M
|
-389,254
|
-93%
|
|
|
16
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$652K
|
+$434K
|
+20,036
|
+183%
|
|
|
17
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$390K
|
+$2.77K
|
+128
|
+0.7%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$357K
|
+$368K
|
+16,983
|
New
|
|
|
19
|
|
$345K
|
-$90.9K
|
-4,199
|
-20%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$339K
|
-$310K
|
-14,314
|
-47%
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
$336K
|
-$5.22M
|
-240,870
|
-94%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$335K
|
+$344K
|
+15,905
|
New
|
|
|
23
|
|
$287K
|
–
|
–
|
–
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$247K
|
-$199K
|
-9,210
|
-44%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$51K
|
-$715
|
-33
|
-1%
|
|
