|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.1M
|
+$7.47M
|
+198,416
|
+22%
|
|
|
2
|
|
$36.1M
|
-$180K
|
-4,777
|
-0.5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$29.2M
|
+$951K
|
+25,268
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$28.3M
|
+$1.79M
|
+47,498
|
+6%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.2M
|
+$55.7K
|
+1,479
|
+0.2%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$22.7M
|
-$1.59M
|
-42,371
|
-6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$21M
|
+$813K
|
+21,608
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$20.3M
|
-$4.45M
|
-118,191
|
-17%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.9M
|
+$8.73K
|
+232
|
+0%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.9M
|
+$716K
|
+19,034
|
+4%
|
|
|
11
|
Key Financial Inc
West Chester,
Pennsylvania
|
$15.7M
|
+$313K
|
+8,323
|
+2%
|
|
|
12
|
360 Financial
Wayzata,
Minnesota
|
$15.3M
|
+$278K
|
+7,395
|
+2%
|
|
|
13
|
Equitable Holdings
New York
|
$11.7M
|
+$2.12M
|
+56,221
|
+21%
|
|
|
14
|
|
$10M
|
+$2.37M
|
+63,092
|
+29%
|
|
|
15
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$9.92M
|
+$2.43M
|
+64,467
|
+31%
|
|
|
16
|
BIP Wealth
Atlanta,
Georgia
|
$9.2M
|
+$385K
|
+10,232
|
+4%
|
|
|
17
|
|
$7.68M
|
-$602K
|
-16,003
|
-7%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.42M
|
+$787K
|
+20,925
|
+11%
|
|
|
19
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$5M
|
+$1.39M
|
+36,947
|
+41%
|
|
|
20
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$4.61M
|
+$370K
|
+9,832
|
+8%
|
|
|
21
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$4.48M
|
+$203K
|
+5,407
|
+5%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$4.02M
|
+$936K
|
+24,876
|
+29%
|
|
|
23
|
Legacy Financial Advisors
Covington,
Kentucky
|
$3.89M
|
-$837K
|
-22,241
|
-17%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.84M
|
-$1.31M
|
-34,687
|
-25%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$3.74M
|
+$3.91M
|
+103,886
|
New
|
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