|
1
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$3.06M
|
+22,026
|
+25%
|
|
|
2
|
|
$12.5M
|
+$56.4K
|
+406
|
+0.4%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$10.7M
|
+$135K
|
+974
|
+1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.98M
|
-$178K
|
-1,284
|
-2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$7.27M
|
+$7.24M
|
+52,123
|
+1,290%
|
|
|
6
|
|
$6.47M
|
–
|
–
|
–
|
|
|
7
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$5.97M
|
+$31.1K
|
+224
|
+0.5%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$5.94M
|
+$968K
|
+6,975
|
+18%
|
|
|
9
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.3M
|
+$3.07M
|
+22,110
|
+199%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.71M
|
+$6.53K
|
+47
|
+0.2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.25M
|
+$131K
|
+945
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.12M
|
-$227K
|
-1,637
|
-6%
|
|
|
13
|
Wealth Management Partners
Tucson,
Arizona
|
$2.97M
|
+$105K
|
+754
|
+3%
|
|
|
14
|
|
$2.3M
|
+$2.24M
|
+16,130
|
+985%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.04M
|
+$283K
|
+2,040
|
+15%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.95M
|
+$35.7K
|
+257
|
+2%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.87M
|
-$24K
|
-173
|
-1%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$1.8M
|
-$357K
|
-2,569
|
-16%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.63M
|
+$1.52M
|
+10,967
|
+677%
|
|
|
20
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.46M
|
+$25.1K
|
+181
|
+2%
|
|
|
21
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.37M
|
-$22.2K
|
-160
|
-1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.31M
|
+$273K
|
+1,964
|
+24%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.29M
|
+$409K
|
+2,945
|
+42%
|
|
|
24
|
626 Financial
Portage,
Michigan
|
$1.23M
|
–
|
–
|
–
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.11M
|
+$729K
|
+5,252
|
+156%
|
|
