|
1
|
Fisher Asset Management
Camas,
Washington
|
$146M
|
+$12M
|
+440,620
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
-$16.4M
|
-601,150
|
-11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$60.9M
|
-$2.09M
|
-76,620
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$55.6M
|
+$12.9M
|
+472,960
|
+32%
|
|
|
5
|
|
$53.6M
|
+$4.78M
|
+175,560
|
+10%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$47.8M
|
+$447K
|
+16,420
|
+1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$31.2M
|
+$6.68M
|
+245,530
|
+29%
|
|
|
8
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$31.2M
|
-$115K
|
-4,210
|
-0.4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.4M
|
+$14.2M
|
+520,210
|
+128%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$21.4M
|
+$1.54M
|
+56,570
|
+8%
|
|
|
11
|
Jackson Wealth Management
Lake Mary,
Florida
|
$16.8M
|
-$178K
|
-6,540
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
+$160K
|
+5,880
|
+1%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$14.2M
|
-$141K
|
-5,180
|
-1%
|
|
|
14
|
Retirement Group
San Diego,
California
|
$13.4M
|
+$661K
|
+24,260
|
+5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4M
|
+$564K
|
+20,730
|
+5%
|
|
|
16
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$13.2M
|
+$346K
|
+12,720
|
+3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.97M
|
+$1.42M
|
+52,150
|
+20%
|
|
|
18
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$8.91M
|
-$7.1M
|
-260,630
|
-46%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$8.65M
|
+$8.25M
|
+303,140
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.61M
|
+$268K
|
+9,850
|
+3%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.86M
|
+$492K
|
+18,080
|
+7%
|
|
|
22
|
FOCUS Wealth Advisors
Houston,
Texas
|
$7.71M
|
+$7.36M
|
+270,290
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$6.33M
|
+$790K
|
+29,010
|
+15%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$6.04M
|
+$626K
|
+22,980
|
+12%
|
|
|
25
|
Financial Services Advisory
Rockville,
Maryland
|
$6.03M
|
+$5.76M
|
+211,520
|
New
|
|
