|
1
|
Bank of America
Charlotte,
North Carolina
|
$98.1M
|
+$45M
|
+439,316
|
+88%
|
|
|
2
|
|
$70.6M
|
+$15.6M
|
+152,091
|
+29%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$64.2M
|
-$479K
|
-4,673
|
-0.8%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$48.1M
|
+$452K
|
+4,412
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$32.7M
|
+$5.66M
|
+55,279
|
+21%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.3M
|
+$3.89M
|
+37,961
|
+17%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$21.5M
|
+$1.66M
|
+16,173
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$16.9M
|
+$3.59M
|
+35,061
|
+28%
|
|
|
9
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$13.3M
|
+$13.1M
|
+127,449
|
New
|
|
|
10
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.8M
|
-$101K
|
-983
|
-0.9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
-$2.02M
|
-19,733
|
-15%
|
|
|
12
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$11.1M
|
-$671K
|
-6,552
|
-6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.92M
|
+$2.08M
|
+20,281
|
+27%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.2M
|
+$3.77M
|
+36,800
|
+72%
|
|
|
15
|
Principal Financial Group
Des Moines,
Iowa
|
$9.05M
|
+$8.87M
|
+86,585
|
New
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$8.54M
|
+$4.12M
|
+40,231
|
+97%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$7.89M
|
+$1.56M
|
+15,245
|
+25%
|
|
|
18
|
Arrien Investments
Boise,
Idaho
|
$7.26M
|
-$151K
|
-1,477
|
-2%
|
|
|
19
|
Forte Asset Management
Bedford,
New York
|
$7.16M
|
+$7.01M
|
+68,495
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$7.13M
|
+$775K
|
+7,571
|
+12%
|
|
|
21
|
Prospera Financial Services
Dallas,
Texas
|
$6.94M
|
+$4.56M
|
+44,563
|
+204%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.58M
|
+$1.14M
|
+11,164
|
+26%
|
|
|
23
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$5.54M
|
+$5.42M
|
+52,933
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
+$171K
|
+1,672
|
+4%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.88M
|
+$1.43M
|
+14,002
|
+43%
|
|
