|
1
|
UBS Group
Zurich,
Switzerland
|
$108M
|
-$3.17M
|
-62,309
|
-3%
|
|
|
2
|
|
$105M
|
+$736K
|
+14,476
|
+0.7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$101M
|
+$890K
|
+17,507
|
+0.9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$92M
|
+$6.57M
|
+129,264
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$82.3M
|
+$3.82M
|
+75,075
|
+5%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$51.2M
|
+$1.2M
|
+23,565
|
+2%
|
|
|
7
|
Avantax Planning Partners
Dubuque,
Iowa
|
$48.8M
|
-$1.45M
|
-28,473
|
-3%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$38.4M
|
+$2.63M
|
+51,762
|
+7%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.1M
|
+$2.25M
|
+44,274
|
+7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.5M
|
+$4.74M
|
+93,256
|
+17%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.5M
|
+$1.52M
|
+29,997
|
+5%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.4M
|
+$3.53M
|
+69,386
|
+20%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$20.5M
|
+$736K
|
+14,481
|
+4%
|
|
|
14
|
CWA Asset Management Group
Naples,
Florida
|
$18.2M
|
-$571K
|
-11,228
|
-3%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$18.2M
|
-$618K
|
-12,157
|
-3%
|
|
|
16
|
Renaissance Technologies
New York
|
$15.5M
|
-$341K
|
-6,700
|
-2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$1.16M
|
+22,769
|
+8%
|
|
|
18
|
Magnus Financial Group
New York
|
$15M
|
-$513K
|
-10,087
|
-3%
|
|
|
19
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$14.8M
|
+$594K
|
+11,693
|
+4%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$13.7M
|
+$2.14M
|
+42,126
|
+19%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$12.2M
|
-$714K
|
-14,039
|
-6%
|
|
|
22
|
PFS Investments
Duluth,
Georgia
|
$12M
|
+$585K
|
+11,515
|
+5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.9M
|
+$6.2M
|
+121,945
|
+110%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$11.7M
|
-$1M
|
-19,744
|
-8%
|
|
|
25
|
|
$11.6M
|
-$694K
|
-13,656
|
-6%
|
|
