|
1
|
|
$90.4M
|
+$4.87M
|
+269,073
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$47.5M
|
+$735K
|
+40,586
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$34.5M
|
-$4.68M
|
-258,688
|
-11%
|
|
|
4
|
Essex LLC
Deer Park,
Illinois
|
$16.9M
|
-$330K
|
-18,255
|
-2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$9.7M
|
+535,949
|
+129%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$14.9M
|
+$4.54M
|
+250,975
|
+41%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
-$869K
|
-47,986
|
-7%
|
|
|
8
|
|
$9.68M
|
+$10.2M
|
+564,314
|
New
|
|
|
9
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$7.87M
|
+$653K
|
+36,096
|
+9%
|
|
|
10
|
Elevated Capital Advisors
Sandy,
Utah
|
$7.78M
|
+$8.21M
|
+453,369
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.7M
|
+$4.37M
|
+241,435
|
+116%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.61M
|
+$8.03M
|
+443,853
|
New
|
|
|
13
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$6.97M
|
-$199K
|
-10,981
|
-3%
|
|
|
14
|
Peterson Wealth Management
Sparks,
Nevada
|
$5.4M
|
+$417K
|
+23,030
|
+8%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$5.12M
|
+$4.06M
|
+224,067
|
+302%
|
|
|
16
|
Shelton Wealth Management
Fort Worth,
Texas
|
$4.79M
|
+$19.8K
|
+1,095
|
+0.4%
|
|
|
17
|
First Trust Advisors
Wheaton,
Illinois
|
$4.64M
|
+$161K
|
+8,884
|
+3%
|
|
|
18
|
Phocas Financial Corp
Alameda,
California
|
$4.6M
|
+$154K
|
+8,520
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.21M
|
+$110K
|
+6,066
|
+3%
|
|
|
20
|
QP Wealth Management
Eatontown,
New Jersey
|
$4.08M
|
+$228K
|
+12,568
|
+6%
|
|
|
21
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$3.9M
|
+$1.23M
|
+67,735
|
+42%
|
|
|
22
|
Welch & Forbes
Boston,
Massachusetts
|
$3.78M
|
-$1.01M
|
-55,869
|
-20%
|
|
|
23
|
Destiny Wealth Partners
Tavares,
Florida
|
$3.3M
|
+$3.48M
|
+192,305
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.27M
|
+$2.14M
|
+118,301
|
+164%
|
|
|
25
|
Walker Asset Management
Verona,
Missouri
|
$2.86M
|
–
|
–
|
–
|
|
