|
1
|
LPL Financial
San Diego,
California
|
$113M
|
+$13.9M
|
+277,430
|
+14%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$4.03M
|
+80,201
|
+4%
|
|
|
3
|
|
$103M
|
+$2.85M
|
+56,674
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$87.6M
|
-$469K
|
-9,350
|
-0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$86.7M
|
+$1.71M
|
+33,996
|
+2%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$44.4M
|
-$1.22M
|
-24,371
|
-3%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$36.5M
|
+$136K
|
+2,699
|
+0.4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.2M
|
+$2.83M
|
+56,424
|
+9%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.9M
|
+$2.15M
|
+42,887
|
+7%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$33.4M
|
-$254K
|
-5,051
|
-0.7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.5M
|
-$1.28M
|
-25,473
|
-4%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.4M
|
-$1.01M
|
-20,131
|
-5%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$19M
|
-$168K
|
-3,347
|
-0.9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$15M
|
+$215K
|
+4,284
|
+1%
|
|
|
15
|
Magnus Financial Group
New York
|
$14.5M
|
+$96.8K
|
+1,927
|
+0.7%
|
|
|
16
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13.9M
|
-$200K
|
-3,981
|
-1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.5M
|
-$2.54M
|
-50,542
|
-15%
|
|
|
18
|
CWA Asset Management Group
Naples,
Florida
|
$13.3M
|
-$2.39M
|
-47,531
|
-15%
|
|
|
19
|
Miracle Mile Advisors
Los Angeles,
California
|
$13.3M
|
-$1.77M
|
-35,346
|
-11%
|
|
|
20
|
|
$13.3M
|
+$13.7M
|
+272,014
|
+1,700,088%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$13.1M
|
+$695K
|
+13,840
|
+5%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
+$782K
|
+15,573
|
+6%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.7M
|
-$92.6K
|
-1,845
|
-0.7%
|
|
|
24
|
ERn Financial LLC
Middleton,
Wisconsin
|
$12.2M
|
+$1.21M
|
+24,083
|
+11%
|
|
|
25
|
Frisch Financial Group
Melville,
New York
|
$12M
|
+$284K
|
+5,650
|
+2%
|
|
