|
1
|
LPL Financial
San Diego,
California
|
76,8 Mio. $
|
+6,84 Mio. $
|
+148.733
|
+10 %
|
|
|
2
|
|
44,2 Mio. $
|
+9,7 Mio. $
|
+211.710
|
+29 %
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
42,2 Mio. $
|
+17,1 Mio. $
|
+372.017
|
+69 %
|
|
|
4
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
30,7 Mio. $
|
+1,47 Mio. $
|
+31.877
|
+5 %
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
27,4 Mio. $
|
+22,9 Mio. $
|
+498.420
|
+543 %
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
25,6 Mio. $
|
+4,4 Mio. $
|
+95.699
|
+21 %
|
|
|
7
|
Spire Wealth Management
Mclean,
Virginia
|
20,3 Mio. $
|
+254.711 $
|
+5.540
|
+1 %
|
|
|
8
|
Verus Capital Partners
Scottsdale,
Arizona
|
15,8 Mio. $
|
+3,19 Mio. $
|
+69.293
|
+26 %
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
15,4 Mio. $
|
-712.455 $
|
-15.496
|
-4 %
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
15,3 Mio. $
|
+1,5 Mio. $
|
+32.665
|
+11 %
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
13,6 Mio. $
|
-4,65 Mio. $
|
-101.084
|
-26 %
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
13,3 Mio. $
|
-3,9 Mio. $
|
-84.919
|
-23 %
|
|
|
13
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
11,9 Mio. $
|
-662.202 $
|
-14.403
|
-5 %
|
|
|
14
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
11,3 Mio. $
|
+11,2 Mio. $
|
+242.707
|
Neu
|
|
|
15
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
11,3 Mio. $
|
+11,1 Mio. $
|
+242.365
|
Neu
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
9,39 Mio. $
|
-2,12 Mio. $
|
-46.149
|
-19 %
|
|
|
17
|
|
9,29 Mio. $
|
–
|
–
|
–
|
|
|
18
|
Rockland Trust
Hanover,
Massachusetts
|
8,95 Mio. $
|
+1,98 Mio. $
|
+43.068
|
+29 %
|
|
|
19
|
Leelyn Smith
Geneva,
Illinois
|
8,38 Mio. $
|
-1,03 Mio. $
|
-22.396
|
-11 %
|
|
|
20
|
Level Four Advisory Services
Dallas,
Texas
|
8,21 Mio. $
|
-1,42 Mio. $
|
-30.975
|
-15 %
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
8,07 Mio. $
|
+7,98 Mio. $
|
+173.552
|
+598.455 %
|
|
|
22
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
7,85 Mio. $
|
+1,89 Mio. $
|
+41.215
|
+32 %
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
7,83 Mio. $
|
+2,18 Mio. $
|
+47.329
|
+39 %
|
|
|
24
|
IFG Advisory
Atlanta,
Georgia
|
6,44 Mio. $
|
-86.712 $
|
-1.886
|
-1 %
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
6,09 Mio. $
|
-314.481 $
|
-6.840
|
-5 %
|
|
