|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$48.8M
|
+$45.9M
|
+1,435,199
|
New
|
|
|
2
|
|
$29.9M
|
+$499K
|
+15,611
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.32M
|
+$245K
|
+7,650
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.93M
|
+$1.23M
|
+38,626
|
+20%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.84M
|
-$2.15M
|
-67,353
|
-28%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.44M
|
+$599K
|
+18,756
|
+13%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$5.33M
|
+$3.24M
|
+101,440
|
+184%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.99M
|
+$3.47M
|
+108,712
|
+287%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$2.49M
|
+$1.31M
|
+40,829
|
+126%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.26M
|
+$77.4K
|
+2,422
|
+4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.23M
|
+$1.73M
|
+54,043
|
+466%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.76M
|
-$25.9K
|
-809
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.69M
|
-$1.56M
|
-48,791
|
-45%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$1.6M
|
+$1.51M
|
+47,146
|
New
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$1.43M
|
+$1.08M
|
+33,920
|
+412%
|
|
|
16
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.28M
|
+$612K
|
+19,138
|
+104%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.16M
|
+$7.61K
|
+238
|
+0.7%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
-$436K
|
-13,637
|
-32%
|
|
|
19
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$1M
|
+$252K
|
+7,885
|
+37%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$993K
|
+$436K
|
+13,648
|
+88%
|
|
|
21
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$804K
|
+$755K
|
+23,629
|
New
|
|
|
22
|
HB Wealth Management
Atlanta,
Georgia
|
$764K
|
+$718K
|
+22,454
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$728K
|
-$405K
|
-12,680
|
-37%
|
|
|
24
|
Western Wealth Management
Golden,
Colorado
|
$686K
|
+$323K
|
+10,090
|
+100%
|
|
|
25
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$677K
|
-$141K
|
-4,420
|
-18%
|
|
