|
1
|
Bank of America
Charlotte,
North Carolina
|
$154M
|
+$29.8M
|
+375,696
|
+27%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$53.1M
|
+$42M
|
+529,642
|
+686%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.8M
|
-$2.07M
|
-26,021
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
+$4.49M
|
+56,607
|
+25%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.8M
|
+$3.4M
|
+42,855
|
+21%
|
|
|
6
|
|
$19.2M
|
+$5.99M
|
+75,511
|
+53%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
+$372K
|
+4,683
|
+2%
|
|
|
8
|
Sage Advisory Services
Austin,
Texas
|
$17.9M
|
-$1.5M
|
-18,961
|
-8%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$14.5M
|
-$85.2K
|
-1,074
|
-0.6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
-$2.78M
|
-35,024
|
-21%
|
|
|
11
|
Retirement Capital Strategies
San Jose,
California
|
$8.88M
|
+$8.05M
|
+101,449
|
New
|
|
|
12
|
FDx Advisors
Chicago,
Illinois
|
$8.06M
|
-$361K
|
-4,551
|
-5%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.37M
|
+$5.77M
|
+72,749
|
New
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.08M
|
-$159K
|
-2,000
|
-3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$4.04M
|
-$748K
|
-9,427
|
-17%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.02M
|
-$8.07M
|
-101,700
|
-69%
|
|
|
17
|
|
$3.09M
|
+$2.36M
|
+29,796
|
+545%
|
|
|
18
|
|
$2.3M
|
+$2.09M
|
+26,320
|
New
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.21M
|
+$1.62M
|
+20,397
|
+423%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.2M
|
+$2M
|
+25,147
|
New
|
|
|
21
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.96M
|
+$1.15M
|
+14,440
|
+183%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.93M
|
+$1.35M
|
+17,019
|
+335%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.85M
|
+$502K
|
+6,323
|
+43%
|
|
|
24
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.45M
|
+$317
|
+4
|
+0%
|
|
|
25
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.3M
|
+$1.18M
|
+14,832
|
New
|
|
