|
1
|
LPL Financial
San Diego,
California
|
$52.7M
|
+$1.83M
|
+94,582
|
+4%
|
|
|
2
|
Bank of New York Mellon
New York
|
$40.8M
|
+$3M
|
+155,248
|
+8%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$36.4M
|
+$1.3M
|
+67,487
|
+4%
|
|
|
4
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$32.3M
|
-$1.72M
|
-88,814
|
-5%
|
|
|
5
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$22.6M
|
+$8.52M
|
+441,122
|
+60%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
-$5.77M
|
-298,937
|
-27%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$14M
|
-$4.51M
|
-233,466
|
-24%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
-$4.59M
|
-237,558
|
-25%
|
|
|
9
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$11M
|
+$2.39M
|
+123,514
|
+27%
|
|
|
10
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$10.7M
|
+$2.52M
|
+130,368
|
+31%
|
|
|
11
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$9.25M
|
+$6.01K
|
+311
|
+0.1%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.66M
|
+$1.46M
|
+75,779
|
+23%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.34M
|
+$2.96M
|
+153,478
|
+87%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.76M
|
+$2.19M
|
+113,327
|
+60%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.25M
|
+$806K
|
+41,751
|
+18%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.68M
|
-$3.73M
|
-193,168
|
-44%
|
|
|
17
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.15M
|
+$305K
|
+15,810
|
+11%
|
|
|
18
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.11M
|
+$255K
|
+13,203
|
+9%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.95M
|
+$236K
|
+12,197
|
+9%
|
|
|
20
|
Element Wealth
Ridgeland,
Mississippi
|
$2.85M
|
-$30.3K
|
-1,567
|
-1%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.4M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.23M
|
+$246K
|
+12,751
|
+12%
|
|
|
23
|
|
$2.22M
|
-$1.21M
|
-62,839
|
-35%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2M
|
-$707K
|
-36,607
|
-26%
|
|
|
25
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$1.89M
|
-$297K
|
-15,403
|
-14%
|
|
