|
1
|
|
$47.6M
|
+$14.4M
|
+93,900
|
+46%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$20.9M
|
+$986K
|
+6,441
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$3.76M
|
+24,559
|
+24%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$18.9M
|
-$2.59M
|
-16,905
|
-13%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.5M
|
-$922K
|
-6,026
|
-9%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$8.21M
|
+$379K
|
+2,478
|
+5%
|
|
|
7
|
|
$8.03M
|
-$286K
|
-1,870
|
-4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.52M
|
+$6.69M
|
+43,734
|
+947%
|
|
|
9
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$7.33M
|
+$4.59K
|
+30
|
+0.1%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.69M
|
+$781K
|
+5,105
|
+17%
|
|
|
11
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.24M
|
+$17.8K
|
+116
|
+0.4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.87M
|
-$208K
|
-1,361
|
-4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.35M
|
+$299K
|
+1,957
|
+8%
|
|
|
14
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$4.22M
|
+$4.02M
|
+26,270
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$4.08M
|
-$367K
|
-2,397
|
-9%
|
|
|
16
|
Wealth Management Partners
Tucson,
Arizona
|
$3.97M
|
+$108K
|
+705
|
+3%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.47M
|
+$156K
|
+1,020
|
+5%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$3.21M
|
+$2.67M
|
+17,431
|
+676%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.65M
|
+$268K
|
+1,751
|
+12%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$2.27M
|
+$21K
|
+137
|
+1%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.27M
|
-$17.9K
|
-117
|
-0.8%
|
|
|
22
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.23M
|
+$31.1K
|
+203
|
+1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.03M
|
-$232K
|
-1,513
|
-11%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.99M
|
+$199K
|
+1,300
|
+12%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$1.77M
|
+$34.1K
|
+223
|
+2%
|
|
