|
1
|
|
$169M
|
+$20.3M
|
+394,679
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$123M
|
+$1.54M
|
+30,043
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$118M
|
+$1.04M
|
+20,135
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
+$11.4M
|
+221,955
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$96.5M
|
+$3.45M
|
+67,127
|
+4%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$62M
|
+$1.73M
|
+33,604
|
+3%
|
|
|
7
|
Avantax Planning Partners
Dubuque,
Iowa
|
$42.7M
|
-$590K
|
-11,480
|
-1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.8M
|
-$633K
|
-12,316
|
-2%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$37.7M
|
+$8.52M
|
+165,804
|
+29%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.7M
|
+$2.45M
|
+47,710
|
+11%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$22.4M
|
+$986K
|
+19,188
|
+5%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$21.7M
|
+$1.18M
|
+22,968
|
+6%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.2M
|
+$441K
|
+8,583
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.1M
|
-$2.27M
|
-44,205
|
-10%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.6M
|
-$112K
|
-2,170
|
-0.6%
|
|
|
16
|
RMR Wealth Builders
Montclair,
New Jersey
|
$16.9M
|
+$892K
|
+17,357
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
+$1.28M
|
+24,923
|
+8%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$16.1M
|
+$1.14M
|
+22,188
|
+7%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.2M
|
+$3.74M
|
+72,732
|
+32%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$15.1M
|
+$398K
|
+7,746
|
+3%
|
|
|
21
|
True Blue Financial
Stevensville,
Michigan
|
$13.6M
|
+$1.1M
|
+21,459
|
+9%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$12.9M
|
-$46.7M
|
-909,099
|
-78%
|
|
|
23
|
GM Advisory Group
Melville,
New York
|
$12.2M
|
-$222K
|
-4,319
|
-2%
|
|
|
24
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$11.9M
|
+$12M
|
+234,268
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.3M
|
+$649K
|
+12,622
|
+6%
|
|
