|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.1M
|
+$10M
|
+362,680
|
+34%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$27.4M
|
+$26.4M
|
+955,956
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$25.8M
|
+$25.4M
|
+922,536
|
+92,253,600%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$21.2M
|
+$4.28M
|
+155,271
|
+26%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.6M
|
+$17M
|
+616,248
|
+4,250%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$14.7M
|
+$13.8M
|
+499,584
|
+1,842%
|
|
|
7
|
TMD Wealth Management
Scottsdale,
Arizona
|
$12.3M
|
+$12.2M
|
+441,557
|
New
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.9M
|
+$9.17M
|
+332,306
|
+352%
|
|
|
9
|
VCU Investment Management
Richmond,
Virginia
|
$11.1M
|
–
|
–
|
–
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$10.7M
|
+$2.75M
|
+99,682
|
+35%
|
|
|
11
|
SlateStone Wealth
Jupiter,
Florida
|
$10.6M
|
+$2.55M
|
+92,433
|
+32%
|
|
|
12
|
Peak Financial Advisors
Denver,
Colorado
|
$9.91M
|
+$9.77M
|
+354,182
|
New
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.17M
|
-$2.72M
|
-98,452
|
-25%
|
|
|
14
|
SimpliFi Inc
San Diego,
California
|
$7.6M
|
+$317K
|
+11,500
|
+4%
|
|
|
15
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$7.55M
|
+$6.09M
|
+220,790
|
+449%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$7.04M
|
+$4.84M
|
+175,352
|
+230%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$7M
|
+$3.26M
|
+118,218
|
+89%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.69M
|
+$3.95M
|
+143,059
|
+149%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.17M
|
+$85.3K
|
+3,092
|
+1%
|
|
|
20
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$6.03M
|
+$5.62M
|
+203,735
|
+1,712%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.96M
|
+$3.88M
|
+140,600
|
+194%
|
|
|
22
|
Financial Enhancement Group
Anderson,
Indiana
|
$5.96M
|
-$8.78M
|
-318,354
|
-60%
|
|
|
23
|
Renaissance Technologies
New York
|
$5.91M
|
+$5.83M
|
+211,300
|
New
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$5.77M
|
+$5.69M
|
+206,359
|
New
|
|
|
25
|
IPG Investment Advisors
San Diego,
California
|
$5.45M
|
+$5.38M
|
+194,896
|
New
|
|
