|
1
|
Bank of New York Mellon
New York
|
$41.8M
|
+$1.76M
|
+93,996
|
+4%
|
|
|
2
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$34.8M
|
+$20.2M
|
+1,077,814
|
+145%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$28.1M
|
-$13.9M
|
-744,622
|
-34%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
+$2.73M
|
+145,926
|
+19%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$17.3M
|
-$15M
|
-802,174
|
-47%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$14.6M
|
+$959K
|
+51,194
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$1.17M
|
+62,562
|
+9%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.9M
|
+$935K
|
+49,919
|
+8%
|
|
|
9
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$10.6M
|
-$156K
|
-8,308
|
-1%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.44M
|
+$2.51M
|
+134,069
|
+37%
|
|
|
11
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$8.92M
|
-$60.6K
|
-3,233
|
-0.7%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.83M
|
-$438K
|
-23,357
|
-7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.21M
|
-$613K
|
-32,726
|
-11%
|
|
|
14
|
Axxcess Wealth Management
Carlsbad,
California
|
$4.4M
|
+$1.36M
|
+72,837
|
+46%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.12M
|
+$179K
|
+9,550
|
+5%
|
|
|
16
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.31M
|
-$14.7M
|
-785,006
|
-82%
|
|
|
17
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.31M
|
+$291K
|
+15,553
|
+10%
|
|
|
18
|
Element Wealth
Ridgeland,
Mississippi
|
$2.51M
|
-$31.8K
|
-1,696
|
-1%
|
|
|
19
|
|
$2.28M
|
-$419K
|
-22,354
|
-16%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.15M
|
+$11.6K
|
+621
|
+0.6%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$1.58M
|
+$37.7K
|
+2,012
|
+2%
|
|
|
22
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$1.37M
|
-$242K
|
-12,917
|
-15%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
-$474K
|
-25,313
|
-27%
|
|
|
24
|
|
$1.1M
|
+$1.08M
|
+57,681
|
New
|
|
|
25
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$918K
|
-$34.1M
|
-1,818,870
|
-97%
|
|
