|
1
|
Bank of America
Charlotte,
North Carolina
|
$99.6M
|
+$44.8M
|
+1,222,646
|
+99%
|
|
|
2
|
|
$64.1M
|
+$34M
|
+928,382
|
+141%
|
|
|
3
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$23.3M
|
+$21.1M
|
+576,436
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.9M
|
+$7.14M
|
+194,801
|
+66%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
+$10.6M
|
+289,144
|
+175%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$15M
|
+$9.03M
|
+246,534
|
+197%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
+$1.78M
|
+48,487
|
+16%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$11.1M
|
-$286K
|
-7,804
|
-3%
|
|
|
9
|
|
$9.88M
|
+$1.59M
|
+43,498
|
+22%
|
|
|
10
|
|
$8.85M
|
-$11M
|
-301,123
|
-58%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.82M
|
+$4.98M
|
+136,001
|
+165%
|
|
|
12
|
Avalon Capital Management
Port Of Redwood City,
California
|
$8M
|
+$195K
|
+5,326
|
+3%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.75M
|
+$405K
|
+11,056
|
+6%
|
|
|
14
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$7.41M
|
+$30.5K
|
+833
|
+0.5%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$7.29M
|
+$5.86M
|
+159,779
|
+791%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.13M
|
+$6.12M
|
+167,106
|
+1,720%
|
|
|
17
|
Kesler Norman & Wride
Ogden,
Utah
|
$6.74M
|
+$4.35M
|
+118,662
|
+247%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.35M
|
+$3.21M
|
+87,523
|
+126%
|
|
|
19
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$5.98M
|
+$5.41M
|
+147,744
|
New
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$5.83M
|
+$5.28M
|
+144,044
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.35M
|
+$3.29M
|
+89,807
|
+211%
|
|
|
22
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$5.32M
|
+$4.82M
|
+131,481
|
New
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$5.08M
|
+$2.57M
|
+70,206
|
+127%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.95M
|
+$3.14M
|
+85,807
|
+235%
|
|
|
25
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$4.58M
|
+$4.15M
|
+113,200
|
New
|
|
