|
1
|
Aprio Wealth Management
Atlanta,
Georgia
|
$20.6M
|
+$3.61M
|
+38,935
|
+23%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.25M
|
-$486K
|
-5,248
|
-6%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.36M
|
+$306K
|
+3,297
|
+6%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$4.65M
|
+$4.41M
|
+47,582
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.12M
|
+$524K
|
+5,657
|
+16%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.99M
|
-$384K
|
-4,146
|
-9%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$3.78M
|
-$4.89M
|
-52,800
|
-58%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.66M
|
+$472K
|
+5,093
|
+16%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.4M
|
+$3.22M
|
+34,772
|
New
|
|
|
10
|
VestGen Advisors
Inverness,
Illinois
|
$3.31M
|
+$2.57M
|
+27,719
|
New
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$3.12M
|
-$898K
|
-9,689
|
-23%
|
|
|
12
|
|
$2.79M
|
–
|
–
|
–
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$2.27M
|
-$671K
|
-7,235
|
-24%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.58M
|
+$127K
|
+1,371
|
+9%
|
|
|
15
|
|
$1.49M
|
-$15.2K
|
-164
|
-1%
|
|
|
16
|
Krilogy Financial
St. Louis,
Missouri
|
$1.29M
|
-$42.2K
|
-455
|
-4%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.18M
|
+$402K
|
+4,336
|
+55%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$1.13M
|
+$115K
|
+1,243
|
+12%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$831K
|
+$748K
|
+8,074
|
+1,891%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$594K
|
+$64.1K
|
+692
|
+13%
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$564K
|
–
|
–
|
–
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$545K
|
+$517K
|
+5,573
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$482K
|
+$349K
|
+3,769
|
+325%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$456K
|
+$16.4K
|
+177
|
+4%
|
|
|
25
|
High Point Wealth Management
Chester,
New Jersey
|
$310K
|
+$293K
|
+3,165
|
New
|
|
