|
1
|
Bank of New York Mellon
New York
|
$43.2M
|
+$41.7M
|
+1,424,871
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$17.5M
|
+$8.41M
|
+287,336
|
+100%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.32M
|
+$3.51M
|
+119,874
|
+216%
|
|
|
4
|
Prosperity Bancshares
Houston,
Texas
|
$4.4M
|
+$4.24M
|
+144,960
|
New
|
|
|
5
|
Provident Wealth Management
Brentwood,
Tennessee
|
$4.24M
|
+$351K
|
+11,993
|
+9%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$3.25M
|
+$383K
|
+13,095
|
+14%
|
|
|
7
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$3.13M
|
+$3.02M
|
+103,072
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.1M
|
+$119K
|
+4,053
|
+4%
|
|
|
9
|
Payne Capital
Lake Oswego,
Oregon
|
$2.39M
|
+$4.48K
|
+153
|
+0.2%
|
|
|
10
|
|
$1.34M
|
+$462K
|
+15,782
|
+56%
|
|
|
11
|
Victory Financial Group
Austin,
Texas
|
$1.06M
|
-$332K
|
-11,350
|
-24%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$952K
|
+$720K
|
+24,593
|
+364%
|
|
|
13
|
SFG Wealth Management
Towson,
Maryland
|
$693K
|
-$71.5K
|
-2,442
|
-10%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$650K
|
+$627K
|
+21,416
|
New
|
|
|
15
|
Members Wealth
Media,
Pennsylvania
|
$516K
|
+$463K
|
+15,830
|
New
|
|
|
16
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$331K
|
+$319K
|
+10,907
|
New
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$164K
|
+$39.9K
|
+1,362
|
+34%
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$39.6K
|
+$38.2K
|
+1,304
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
+$26.5K
|
+905
|
New
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$18.8K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$10.1M
|
-357,939
|
Closed
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$997K
|
-35,157
|
Closed
|
|
