|
1
|
LPL Financial
San Diego,
California
|
$41.4M
|
-$10M
|
-535,432
|
-19%
|
|
|
2
|
Bank of New York Mellon
New York
|
$39.1M
|
-$736K
|
-39,233
|
-2%
|
|
|
3
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$34.9M
|
+$3.39M
|
+180,524
|
+11%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$31.9M
|
-$3.66M
|
-194,977
|
-10%
|
|
|
5
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$17.9M
|
-$4.1M
|
-218,326
|
-19%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$17.3M
|
+$16.6M
|
+882,182
|
+2,006%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
-$424K
|
-22,603
|
-3%
|
|
|
8
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$13.9M
|
+$3.53M
|
+188,216
|
+34%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$13.3M
|
-$368K
|
-19,639
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
-$435K
|
-23,191
|
-3%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.6M
|
+$4.19M
|
+223,231
|
+56%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$10.6M
|
-$187K
|
-9,983
|
-2%
|
|
|
13
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$8.78M
|
-$247K
|
-13,145
|
-3%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.71M
|
+$1.07M
|
+56,983
|
+19%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.13M
|
+$1.01M
|
+54,090
|
+20%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.78M
|
-$408K
|
-21,743
|
-7%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.85M
|
-$727K
|
-38,738
|
-16%
|
|
|
18
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.95M
|
-$141K
|
-7,532
|
-5%
|
|
|
19
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.94M
|
-$92.2K
|
-4,914
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.93M
|
+$56K
|
+2,987
|
+2%
|
|
|
21
|
|
$2.65M
|
+$482K
|
+25,672
|
+22%
|
|
|
22
|
Element Wealth
Ridgeland,
Mississippi
|
$2.49M
|
-$288K
|
-15,357
|
-10%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.42M
|
+$85.3K
|
+4,548
|
+4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.09M
|
-$92.3K
|
-4,922
|
-4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.74M
|
-$221K
|
-11,758
|
-11%
|
|
