|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$34.9M
|
+$34.7M
|
+1,599,679
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$31.6M
|
+$460K
|
+21,180
|
+1%
|
|
|
3
|
Atwood & Palmer
Kansas City,
Missouri
|
$20.5M
|
+$278K
|
+12,795
|
+1%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.6M
|
+$1.31M
|
+60,166
|
+7%
|
|
|
5
|
Horizon Advisory Services
West Henrietta,
New York
|
$16.7M
|
+$596K
|
+27,478
|
+4%
|
|
|
6
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$16.5M
|
+$820K
|
+37,763
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$3.34M
|
+154,064
|
+31%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$6.37M
|
+293,471
|
+81%
|
|
|
9
|
Journey Advisory Group
Covington,
Kentucky
|
$13.2M
|
+$2.56M
|
+117,817
|
+24%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
+$258K
|
+11,878
|
+2%
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.75M
|
-$47.6K
|
-2,193
|
-0.5%
|
|
|
12
|
Denver PWM
Denver,
Colorado
|
$9.23M
|
+$9.17M
|
+422,723
|
New
|
|
|
13
|
Trust Company
Manhattan,
Kansas
|
$8.99M
|
+$939K
|
+43,265
|
+12%
|
|
|
14
|
Pineridge Advisors
St. Charles,
Missouri
|
$8.74M
|
-$868K
|
-39,983
|
-9%
|
|
|
15
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.23M
|
+$1.4M
|
+64,311
|
+21%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$8.08M
|
+$965K
|
+44,464
|
+14%
|
|
|
17
|
MKT Advisors
Escondido,
California
|
$7.42M
|
+$1.71M
|
+78,574
|
+30%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$6.73M
|
+$645K
|
+29,698
|
+11%
|
|
|
19
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$6.42M
|
+$177K
|
+8,173
|
+3%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$6.13M
|
-$286K
|
-13,188
|
-4%
|
|
|
21
|
Transcend Capital Advisors
Madison,
New Jersey
|
$6.1M
|
+$1.95M
|
+89,673
|
+47%
|
|
|
22
|
Probity Advisors
Dallas,
Texas
|
$5.21M
|
+$1.32M
|
+60,736
|
+34%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$4.98M
|
-$20.4M
|
-939,720
|
-80%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.76M
|
+$970K
|
+44,706
|
+26%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.5M
|
-$62.2K
|
-2,865
|
-1%
|
|
