|
1
|
LPL Financial
San Diego,
California
|
$51.4M
|
+$7.92M
|
+403,827
|
+18%
|
|
|
2
|
Bank of New York Mellon
New York
|
$38.2M
|
-$9.32K
|
-475
|
-0%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$35.5M
|
+$36M
|
+1,833,882
|
New
|
|
|
4
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$34.4M
|
+$20M
|
+1,019,668
|
+135%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
+$1.11M
|
+56,471
|
+5%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$18.7M
|
+$1.66M
|
+84,432
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
+$1.83M
|
+93,392
|
+11%
|
|
|
8
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14.2M
|
+$2.67M
|
+136,013
|
+23%
|
|
|
9
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$9.33M
|
+$561K
|
+28,571
|
+6%
|
|
|
10
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$8.72M
|
+$229K
|
+11,693
|
+3%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.47M
|
+$442K
|
+22,537
|
+5%
|
|
|
12
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$8.23M
|
+$4.54M
|
+231,460
|
+119%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.26M
|
+$2.87M
|
+146,503
|
+83%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.49M
|
+$129K
|
+6,571
|
+3%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.66M
|
+$1.51M
|
+76,799
|
+68%
|
|
|
16
|
|
$3.46M
|
+$3.5M
|
+178,594
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.43M
|
-$2.48M
|
-126,617
|
-42%
|
|
|
18
|
Element Wealth
Ridgeland,
Mississippi
|
$2.91M
|
-$14.9K
|
-762
|
-0.5%
|
|
|
19
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.89M
|
+$154K
|
+7,844
|
+6%
|
|
|
20
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.89M
|
+$165K
|
+8,397
|
+6%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.74M
|
-$1.92M
|
-97,645
|
-41%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.73M
|
+$106K
|
+5,425
|
+4%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.42M
|
+$2.45M
|
+125,000
|
New
|
|
|
24
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$2.21M
|
+$2.23M
|
+113,916
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
+$338K
|
+17,231
|
+20%
|
|
