|
1
|
UBS Group
Zurich,
Switzerland
|
$5.6M
|
+$1.01M
|
+19,491
|
+22%
|
|
|
2
|
|
$4.75M
|
+$4.69M
|
+90,191
|
New
|
|
|
3
|
Flow Traders U.S.
New York
|
$2.65M
|
-$3.64M
|
-70,044
|
-58%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.32M
|
+$1.65M
|
+31,727
|
+257%
|
|
|
5
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.16M
|
+$636K
|
+12,231
|
+43%
|
|
|
6
|
Retirement Capital Strategies
San Jose,
California
|
$1.95M
|
+$1.37M
|
+26,311
|
+247%
|
|
|
7
|
Nottingham Advisors
Amherst,
New York
|
$1.79M
|
+$1.76M
|
+33,950
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.19M
|
+$538K
|
+10,361
|
+85%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$841K
|
+$38K
|
+732
|
+5%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$839K
|
+$828K
|
+15,934
|
New
|
|
|
11
|
GM Advisory Group
Melville,
New York
|
$816K
|
–
|
–
|
–
|
|
|
12
|
High Note Wealth
Deephaven,
Minnesota
|
$814K
|
+$803K
|
+15,458
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$773K
|
+$484K
|
+9,317
|
+174%
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$730K
|
-$69.8K
|
-1,343
|
-9%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$543K
|
+$75K
|
+1,444
|
+16%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$476K
|
–
|
–
|
–
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$430K
|
+$424K
|
+8,165
|
New
|
|
|
18
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$287K
|
–
|
–
|
–
|
|
|
19
|
Summit Wealth Partners
Orlando,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
20
|
Main Management
San Francisco,
California
|
$257K
|
+$254K
|
+4,887
|
New
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$222K
|
+$219K
|
+4,214
|
New
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$204K
|
+$201K
|
+3,876
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$96K
|
-$5.2K
|
-100
|
-5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63K
|
+$43.1K
|
+830
|
+232%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36K
|
–
|
–
|
–
|
|
