|
1
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$41M
|
+826,679
|
+61%
|
|
|
2
|
|
$103M
|
-$1.49M
|
-30,075
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$98.7M
|
+$4.51M
|
+90,900
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$84M
|
+$11.3M
|
+227,513
|
+16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$77.2M
|
-$21M
|
-424,337
|
-22%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$49.4M
|
+$25.3M
|
+510,856
|
+108%
|
|
|
7
|
Congress Wealth Management
Boston,
Massachusetts
|
$49.2M
|
+$23.8M
|
+479,833
|
+96%
|
|
|
8
|
|
$37.9M
|
+$37.2M
|
+749,924
|
+11,439%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$35.2M
|
+$5.99M
|
+120,907
|
+21%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.3M
|
-$5.24M
|
-105,716
|
-14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.5M
|
-$3.74M
|
-75,445
|
-12%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.3M
|
-$4.75M
|
-95,888
|
-15%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$19.5M
|
+$420K
|
+8,463
|
+2%
|
|
|
14
|
Miracle Mile Advisors
Los Angeles,
California
|
$18.5M
|
+$17.5M
|
+353,133
|
+2,210%
|
|
|
15
|
CWA Asset Management Group
Naples,
Florida
|
$18.5M
|
-$14.6M
|
-294,685
|
-44%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.6M
|
-$7.22M
|
-145,629
|
-29%
|
|
|
17
|
Renaissance Technologies
New York
|
$15.6M
|
+$15.4M
|
+311,000
|
New
|
|
|
18
|
Magnus Financial Group
New York
|
$15.3M
|
+$14.2M
|
+285,608
|
+1,503%
|
|
|
19
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13.9M
|
+$2.83M
|
+57,162
|
+26%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
-$121K
|
-2,445
|
-0.9%
|
|
|
21
|
|
$12.9M
|
-$344K
|
-6,937
|
-3%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
-$3.45M
|
-69,501
|
-21%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.5M
|
+$7.72M
|
+155,627
|
+164%
|
|
|
24
|
|
$12.1M
|
+$5.53M
|
+111,580
|
+86%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$11.4M
|
+$5.04M
|
+101,652
|
+81%
|
|
