|
1
|
|
$180M
|
+$7.97M
|
+155,906
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$124M
|
+$4.83M
|
+94,492
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$109M
|
-$15.4M
|
-301,317
|
-12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$1.6M
|
+31,319
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$97.2M
|
-$637K
|
-12,446
|
-0.7%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$64.6M
|
+$1.66M
|
+32,392
|
+3%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.8M
|
+$6.44M
|
+125,875
|
+16%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$43M
|
-$289K
|
-5,655
|
-0.7%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$40.2M
|
+$1.94M
|
+38,020
|
+5%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$26.7M
|
+$2.64M
|
+51,623
|
+11%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.6M
|
+$3.52M
|
+68,875
|
+16%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.8M
|
+$1.37M
|
+26,773
|
+6%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$22M
|
-$80.1K
|
-1,566
|
-0.4%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.4M
|
-$1.1M
|
-21,422
|
-5%
|
|
|
15
|
RMR Wealth Builders
Montclair,
New Jersey
|
$18.1M
|
+$956K
|
+18,691
|
+6%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
+$74.5K
|
+1,456
|
+0.4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$1.09M
|
+21,260
|
+7%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17M
|
+$1.58M
|
+30,959
|
+10%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$16.6M
|
+$293K
|
+5,731
|
+2%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$15.3M
|
+$43.4K
|
+848
|
+0.3%
|
|
|
21
|
True Blue Financial
Stevensville,
Michigan
|
$14.5M
|
+$642K
|
+12,550
|
+5%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.1M
|
+$2.57M
|
+50,199
|
+22%
|
|
|
23
|
Miracle Mile Advisors
Los Angeles,
California
|
$12.9M
|
-$136K
|
-2,651
|
-1%
|
|
|
24
|
Wealthspire Advisors (New York)
New York
|
$12.6M
|
+$12.5M
|
+245,248
|
New
|
|
|
25
|
Frisch Financial Group
Melville,
New York
|
$11.7M
|
+$420K
|
+8,207
|
+4%
|
|
