|
1
|
LPL Financial
San Diego,
California
|
$98.6M
|
-$401K
|
-3,800
|
-0.4%
|
|
|
2
|
|
$95.5M
|
-$25.2M
|
-238,721
|
-21%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$50.4M
|
+$679K
|
+6,439
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$39.2M
|
-$8.11M
|
-76,825
|
-17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$37.1M
|
-$11.8M
|
-111,599
|
-24%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$27.2M
|
+$721K
|
+6,831
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
+$93.3K
|
+884
|
+0.4%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.5M
|
-$1.81M
|
-17,123
|
-8%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19M
|
-$7.05M
|
-66,853
|
-27%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$16.5M
|
+$16.3M
|
+154,519
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$2.5M
|
+23,691
|
+29%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$8.9M
|
+$8.8M
|
+83,370
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.85M
|
+$267K
|
+2,530
|
+3%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.75M
|
+$108K
|
+1,028
|
+1%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$7.53M
|
-$177K
|
-1,682
|
-2%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$7.43M
|
-$4.14M
|
-39,256
|
-36%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.88M
|
+$700K
|
+6,630
|
+11%
|
|
|
18
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$5.86M
|
-$1.77M
|
-16,727
|
-22%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$5.55M
|
-$12.5M
|
-118,483
|
-70%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.32M
|
+$36K
|
+341
|
+0.7%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$5.11M
|
+$2.29M
|
+21,696
|
+40%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$5.04M
|
-$3.35M
|
-31,751
|
-40%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$5M
|
-$333K
|
-3,154
|
-6%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$4.49M
|
+$501K
|
+4,748
|
+13%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.43M
|
-$394K
|
-3,737
|
-8%
|
|
