|
1
|
|
$261M
|
+$146M
|
+2,943,978
|
+139%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$113M
|
-$6.21M
|
-124,881
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$106M
|
+$12.5M
|
+251,160
|
+14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$91.2M
|
-$24M
|
-483,347
|
-21%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$83.5M
|
-$7.85M
|
-157,865
|
-9%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$53.2M
|
+$6.04M
|
+121,339
|
+13%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$46.7M
|
+$7.78M
|
+156,465
|
+21%
|
|
|
8
|
Congress Wealth Management
Boston,
Massachusetts
|
$34.9M
|
-$418K
|
-8,394
|
-1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.3M
|
-$2.39M
|
-48,055
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.2M
|
+$1.11M
|
+22,265
|
+4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.6M
|
-$8.26M
|
-166,058
|
-24%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$23M
|
+$8.55M
|
+171,963
|
+63%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.6M
|
-$1.95M
|
-39,117
|
-9%
|
|
|
14
|
|
$19.5M
|
+$5.25M
|
+105,503
|
+39%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$18.8M
|
-$1.27M
|
-25,493
|
-7%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.9M
|
+$4.3M
|
+86,441
|
+33%
|
|
|
17
|
CWA Asset Management Group
Naples,
Florida
|
$17.4M
|
+$3.22M
|
+64,718
|
+24%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
+$527K
|
+10,589
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15M
|
+$637K
|
+12,815
|
+5%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$14.3M
|
+$619K
|
+12,445
|
+5%
|
|
|
21
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13.3M
|
-$1.32M
|
-26,597
|
-9%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$13.2M
|
-$576K
|
-11,575
|
-4%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$12.9M
|
+$1.58M
|
+31,722
|
+15%
|
|
|
24
|
ERn Financial LLC
Middleton,
Wisconsin
|
$12.8M
|
-$51.2K
|
-1,030
|
-0.4%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.7M
|
+$2.31M
|
+46,388
|
+26%
|
|
