|
1
|
Bank of New York Mellon
New York
|
$41.5M
|
+$16.5K
|
+859
|
+0%
|
|
|
2
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$38.4M
|
+$2.15M
|
+111,929
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$21.9M
|
-$1.22M
|
-63,232
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
-$236K
|
-12,256
|
-1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$17.2M
|
-$1.01M
|
-52,579
|
-6%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.6M
|
+$1.81M
|
+94,191
|
+14%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.6M
|
+$2.01M
|
+104,587
|
+19%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$10.3M
|
+$10.4M
|
+540,656
|
New
|
|
|
9
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$9.08M
|
+$365K
|
+18,948
|
+4%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.89M
|
+$199K
|
+10,332
|
+3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.56M
|
+$613K
|
+31,846
|
+12%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$4.81M
|
+$170K
|
+8,845
|
+4%
|
|
|
13
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$4.62M
|
+$883K
|
+45,891
|
+24%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.94M
|
+$235K
|
+12,223
|
+6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.07M
|
-$80.1K
|
-4,165
|
-3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.28M
|
+$137K
|
+7,137
|
+6%
|
|
|
17
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.16M
|
-$121K
|
-6,263
|
-5%
|
|
|
18
|
Element Wealth
Ridgeland,
Mississippi
|
$1.84M
|
-$636K
|
-33,065
|
-25%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.78M
|
+$119K
|
+6,173
|
+7%
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.22M
|
+$303K
|
+15,754
|
+32%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$968K
|
-$76.2K
|
-3,961
|
-7%
|
|
|
22
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$895K
|
+$906K
|
+47,088
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$793K
|
+$24.2K
|
+1,257
|
+3%
|
|
|
24
|
Natixis Advisors
Boston,
Massachusetts
|
$751K
|
+$387K
|
+20,137
|
+104%
|
|
|
25
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$610K
|
–
|
–
|
–
|
|
