|
1
|
|
USD 165 M
|
+USD 47.8 M
|
+866,772
|
+41%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
USD 70.3 M
|
+USD 23.4 M
|
+424,317
|
+50%
|
|
|
3
|
Members Trust
Tampa,
Florida
|
USD 63.4 M
|
+USD 916 k
|
+16,626
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
USD 44.2 M
|
+USD 22.1 M
|
+400,193
|
+100%
|
|
|
5
|
AJ Wealth Strategies
New York
|
USD 43.1 M
|
+USD 41.4 M
|
+750,641
|
+2,451%
|
|
|
6
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
USD 41 M
|
+USD 25.9 M
|
+469,815
|
+171%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
USD 40.5 M
|
+USD 14.4 M
|
+260,558
|
+55%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
USD 36 M
|
+USD 193 k
|
+3,506
|
+0.5%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
USD 24.6 M
|
+USD 4.62 M
|
+83,785
|
+23%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
USD 22.2 M
|
+USD 5.05 M
|
+91,635
|
+29%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
USD 22.1 M
|
+USD 1.57 M
|
+28,519
|
+8%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
USD 20.2 M
|
+USD 20.2 M
|
+366,102
|
Nuevas
|
|
|
13
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
USD 17.1 M
|
+USD 1.56 M
|
+28,259
|
+10%
|
|
|
14
|
Gateway Advisory
Westfield,
New Jersey
|
USD 16.9 M
|
+USD 12.9 k
|
+234
|
+0.1%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
USD 16.5 M
|
+USD 5.32 M
|
+96,494
|
+37%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 16.3 M
|
+USD 3.23 M
|
+58,569
|
+25%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 15.6 M
|
+USD 3.67 M
|
+66,615
|
+31%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
USD 14.4 M
|
+USD 14.4 M
|
+260,682
|
Nuevas
|
|
|
19
|
LPL Financial
San Diego,
California
|
USD 13.6 M
|
+USD 2.99 M
|
+54,168
|
+28%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 12.4 M
|
+USD 6.81 M
|
+123,560
|
+121%
|
|
|
21
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
USD 11 M
|
+USD 983 k
|
+17,830
|
+10%
|
|
|
22
|
Bennicas & Associates
Portola Valley,
California
|
USD 10.9 M
|
-USD 16.5 k
|
-300
|
-0.2%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
USD 9.7 M
|
-USD 5.91 M
|
-107,190
|
-38%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
USD 8.94 M
|
+USD 368 k
|
+6,673
|
+4%
|
|
|
25
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
USD 7.24 M
|
+USD 4.22 M
|
+76,526
|
+140%
|
|
