|
1
|
LPL Financial
San Diego,
California
|
$67.6M
|
+$25.3M
|
+446,935
|
+61%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.4M
|
-$377K
|
-6,656
|
-0.9%
|
|
|
3
|
Spire Wealth Management
Mclean,
Virginia
|
$31.4M
|
+$1.09M
|
+19,253
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.3M
|
-$86.9K
|
-1,535
|
-0.3%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$25M
|
+$2.85M
|
+50,359
|
+13%
|
|
|
6
|
|
$23.2M
|
+$8.18M
|
+144,441
|
+55%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$22.7M
|
+$2.05M
|
+36,248
|
+10%
|
|
|
8
|
Insight Wealth Partners
Plano,
Texas
|
$19.5M
|
+$1.06M
|
+18,803
|
+6%
|
|
|
9
|
Focus Financial Network
Minneapolis,
Minnesota
|
$18.7M
|
+$273K
|
+4,815
|
+1%
|
|
|
10
|
Leelyn Smith
Geneva,
Illinois
|
$15.5M
|
+$570K
|
+10,061
|
+4%
|
|
|
11
|
Level Four Advisory Services
Dallas,
Texas
|
$13.4M
|
+$276K
|
+4,880
|
+2%
|
|
|
12
|
Intelligence Driven Advisers
Carlsbad,
California
|
$13.3M
|
+$13.2M
|
+232,610
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
+$699K
|
+12,338
|
+6%
|
|
|
14
|
|
$11.4M
|
–
|
–
|
–
|
|
|
15
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$11M
|
-$275K
|
-4,857
|
-2%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$8.05M
|
+$820K
|
+14,471
|
+11%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$7.81M
|
+$1.23M
|
+21,763
|
+19%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$7.22M
|
+$1.04M
|
+18,320
|
+17%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$6.72M
|
+$672K
|
+11,866
|
+11%
|
|
|
20
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$6.22M
|
+$6.14M
|
+108,420
|
New
|
|
|
21
|
Equitable Holdings
New York
|
$6.15M
|
-$254K
|
-4,488
|
-4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.7M
|
-$101K
|
-1,790
|
-2%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4.64M
|
+$649K
|
+11,467
|
+16%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$4.31M
|
+$901K
|
+15,914
|
+27%
|
|
|
25
|
MRA Advisory Group
Parsippany,
New Jersey
|
$3.64M
|
-$835K
|
-14,748
|
-19%
|
|
