|
1
|
|
$167M
|
+$9.56M
|
+120,128
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$77.2M
|
+$10.5M
|
+132,203
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$64.9M
|
+$4.12M
|
+51,783
|
+6%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$34.5M
|
+$36M
|
+451,762
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.9M
|
-$10.2M
|
-128,114
|
-24%
|
|
|
6
|
IHT Wealth Management
Chicago,
Illinois
|
$23M
|
+$19.7M
|
+247,227
|
+458%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
-$77.3K
|
-971
|
-0.3%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.2M
|
-$138K
|
-1,736
|
-0.6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.3M
|
+$90K
|
+1,131
|
+0.4%
|
|
|
10
|
Kaydan Wealth Management
Fenton,
Michigan
|
$21.1M
|
-$7.81M
|
-98,131
|
-26%
|
|
|
11
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$17.3M
|
-$1.45M
|
-18,213
|
-7%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
-$1.69M
|
-21,231
|
-9%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.3M
|
-$1.54M
|
-19,329
|
-9%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.3M
|
+$232K
|
+2,909
|
+1%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$15.1M
|
-$571K
|
-7,174
|
-4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.6M
|
+$4.62M
|
+58,063
|
+49%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.3M
|
+$1.02M
|
+12,873
|
+9%
|
|
|
18
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$10.2M
|
+$228K
|
+2,859
|
+2%
|
|
|
19
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$10.2M
|
-$4.13M
|
-51,916
|
-28%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.46M
|
+$91.2K
|
+1,146
|
+0.9%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$9.42M
|
-$16.3K
|
-205
|
-0.2%
|
|
|
22
|
|
$8.26M
|
+$7.43M
|
+93,367
|
+634%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$8.11M
|
-$2.21M
|
-27,742
|
-21%
|
|
|
24
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$7.48M
|
+$7.79M
|
+97,873
|
New
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$7.17M
|
-$302K
|
-3,796
|
-4%
|
|
