|
1
|
Bank of New York Mellon
New York
|
$22.9M
|
–
|
–
|
–
|
|
|
2
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$18.5M
|
+$5.05M
|
+258,160
|
+38%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.7M
|
+$1.75M
|
+89,709
|
+11%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.5M
|
+$4.35M
|
+222,736
|
+36%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$2.82M
|
+144,537
|
+26%
|
|
|
6
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.69M
|
+$361K
|
+18,483
|
+5%
|
|
|
7
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$7.33M
|
+$892K
|
+45,658
|
+14%
|
|
|
8
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$6.71M
|
+$1.07M
|
+54,768
|
+19%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.96M
|
-$1.49M
|
-76,123
|
-20%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.21M
|
+$1.73M
|
+88,565
|
+50%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.66M
|
+$4.65M
|
+237,814
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$4.56M
|
+$4.56M
|
+233,141
|
New
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$4.44M
|
-$29.7K
|
-1,521
|
-0.7%
|
|
|
14
|
|
$4.14M
|
+$4.14M
|
+211,680
|
New
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.63M
|
+$109K
|
+5,580
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.52M
|
+$67.6K
|
+3,460
|
+2%
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.16M
|
+$3.15M
|
+161,422
|
New
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.94M
|
+$253K
|
+12,922
|
+9%
|
|
|
19
|
Element Wealth
Ridgeland,
Mississippi
|
$2.91M
|
-$5.14K
|
-263
|
-0.2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.73M
|
-$669K
|
-34,242
|
-20%
|
|
|
21
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.64M
|
-$71.1K
|
-3,640
|
-3%
|
|
|
22
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.59M
|
-$74.4K
|
-3,809
|
-3%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.58M
|
-$33.3K
|
-1,704
|
-1%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.39M
|
+$2.39M
|
+122,215
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.74M
|
-$133K
|
-6,802
|
-7%
|
|
