|
1
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$41.2M
|
+$2.47M
|
+128,975
|
+6%
|
|
|
2
|
Bank of New York Mellon
New York
|
$40M
|
-$1.92M
|
-100,547
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
+$137K
|
+7,155
|
+0.8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$17.8M
|
-$4.35M
|
-227,155
|
-20%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$17.7M
|
+$406K
|
+21,235
|
+2%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.4M
|
-$342K
|
-17,897
|
-2%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.9M
|
+$84.6K
|
+4,421
|
+0.7%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$10.3M
|
-$41.9K
|
-2,189
|
-0.4%
|
|
|
9
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$9.17M
|
+$46.4K
|
+2,426
|
+0.5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.2M
|
+$582K
|
+30,426
|
+10%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.13M
|
+$183K
|
+9,578
|
+3%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$6.04M
|
+$1.19M
|
+61,971
|
+24%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$5.08M
|
+$5.06M
|
+264,611
|
New
|
|
|
14
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$4.74M
|
+$135K
|
+7,072
|
+3%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.58M
|
-$399K
|
-20,874
|
-10%
|
|
|
16
|
|
$3.43M
|
+$2.89M
|
+151,106
|
+549%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.13M
|
+$32.3K
|
+1,689
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.19M
|
-$108K
|
-5,623
|
-5%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.89M
|
+$88.1K
|
+4,605
|
+5%
|
|
|
20
|
Element Wealth
Ridgeland,
Mississippi
|
$1.83M
|
-$21.8K
|
-1,142
|
-1%
|
|
|
21
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.65M
|
-$529K
|
-27,628
|
-24%
|
|
|
22
|
Natixis Advisors
Boston,
Massachusetts
|
$1.27M
|
+$513K
|
+26,834
|
+68%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$796K
|
-$5.15K
|
-269
|
-0.6%
|
|
|
24
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$616K
|
–
|
–
|
–
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$598K
|
+$3.25K
|
+170
|
+0.5%
|
|
