|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.7M
|
+$4.83M
|
+129,794
|
+15%
|
|
|
2
|
Childress Capital Advisors
Houston,
Texas
|
$24.6M
|
+$8.27M
|
+222,409
|
+42%
|
|
|
3
|
|
$15.9M
|
+$2.91M
|
+78,202
|
+19%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.2M
|
+$4.38M
|
+117,719
|
+38%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$13.3M
|
+$976K
|
+26,245
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$2.47M
|
+66,517
|
+24%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.36M
|
-$448K
|
-12,042
|
-5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.01M
|
+$1.55M
|
+41,802
|
+21%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.74M
|
+$387K
|
+10,414
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.18M
|
-$71.3K
|
-1,917
|
-1%
|
|
|
11
|
|
$5.28M
|
+$5.95M
|
+159,962
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.11M
|
+$307K
|
+8,266
|
+6%
|
|
|
13
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$4.93M
|
+$401K
|
+10,774
|
+8%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$4.37M
|
-$35.5K
|
-955
|
-0.7%
|
|
|
15
|
Bollard Group
Boston,
Massachusetts
|
$4.29M
|
+$50.9K
|
+1,369
|
+1%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$4.01M
|
-$670K
|
-18,013
|
-13%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$3.71M
|
+$1.45M
|
+39,127
|
+53%
|
|
|
18
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.7M
|
+$597K
|
+16,061
|
+17%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.22M
|
+$1.9M
|
+51,193
|
+110%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.82M
|
+$27K
|
+727
|
+0.9%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.5M
|
+$2.38M
|
+64,041
|
+548%
|
|
|
22
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.32M
|
+$1.07M
|
+28,860
|
+70%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.31M
|
+$463K
|
+12,456
|
+22%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.29M
|
+$140K
|
+3,764
|
+6%
|
|
|
25
|
Investmark Advisory Group
Shelton,
Connecticut
|
$2.13M
|
+$1.61M
|
+43,369
|
+206%
|
|
