|
1
|
LPL Financial
San Diego,
California
|
$76.8M
|
+$6.84M
|
+148,733
|
+10%
|
|
|
2
|
|
$44.2M
|
+$9.73M
|
+211,710
|
+29%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.2M
|
+$17.1M
|
+372,017
|
+69%
|
|
|
4
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$30.7M
|
+$1.47M
|
+31,877
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
+$22.9M
|
+498,420
|
+543%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$25.6M
|
+$4.4M
|
+95,699
|
+21%
|
|
|
7
|
Spire Wealth Management
Mclean,
Virginia
|
$20.3M
|
+$255K
|
+5,540
|
+1%
|
|
|
8
|
Verus Capital Partners
Scottsdale,
Arizona
|
$15.8M
|
+$3.19M
|
+69,293
|
+26%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.4M
|
-$712K
|
-15,496
|
-4%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.3M
|
+$1.5M
|
+32,665
|
+11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
-$4.65M
|
-101,084
|
-26%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$13.3M
|
-$3.9M
|
-84,919
|
-23%
|
|
|
13
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$11.9M
|
-$662K
|
-14,403
|
-5%
|
|
|
14
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$11.3M
|
+$11.2M
|
+242,707
|
New
|
|
|
15
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$11.3M
|
+$11.1M
|
+242,365
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$9.39M
|
-$2.12M
|
-46,149
|
-19%
|
|
|
17
|
|
$9.29M
|
–
|
–
|
–
|
|
|
18
|
Rockland Trust
Hanover,
Massachusetts
|
$8.95M
|
+$1.98M
|
+43,068
|
+29%
|
|
|
19
|
Leelyn Smith
Geneva,
Illinois
|
$8.38M
|
-$1.03M
|
-22,396
|
-11%
|
|
|
20
|
Level Four Advisory Services
Dallas,
Texas
|
$8.21M
|
-$1.42M
|
-30,975
|
-15%
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.07M
|
+$7.98M
|
+173,552
|
+598,455%
|
|
|
22
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$7.85M
|
+$1.89M
|
+41,215
|
+32%
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$7.83M
|
+$2.18M
|
+47,329
|
+39%
|
|
|
24
|
IFG Advisory
Atlanta,
Georgia
|
$6.44M
|
-$86.7K
|
-1,886
|
-1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.09M
|
-$314K
|
-6,840
|
-5%
|
|
