|
1
|
Charles Schwab
San Francisco,
California
|
$616M
|
+$216M
|
+4,700,305
|
+54%
|
|
|
2
|
|
$381M
|
+$72.5M
|
+1,574,220
|
+24%
|
|
|
3
|
|
$337M
|
+$8.02M
|
+174,348
|
+2%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$328M
|
+$34.4M
|
+747,797
|
+12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$289M
|
+$23.1M
|
+502,996
|
+9%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$286M
|
-$9.92M
|
-215,610
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$190M
|
+$23.7M
|
+515,522
|
+14%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$123M
|
+$8.11M
|
+176,274
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$121M
|
+$1.47M
|
+31,981
|
+1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$95.4M
|
+$62.2M
|
+1,350,568
|
+187%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$92.7M
|
+$12.8M
|
+277,905
|
+16%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87.2M
|
-$18.1M
|
-393,644
|
-17%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$79.5M
|
+$3.78M
|
+82,233
|
+5%
|
|
|
14
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$76.5M
|
+$25.7M
|
+558,206
|
+51%
|
|
|
15
|
Southern Financial Group
Birmingham,
Alabama
|
$65M
|
+$2.82M
|
+61,201
|
+5%
|
|
|
16
|
Cary Street Partners
Richmond,
Virginia
|
$56.4M
|
+$4.48M
|
+97,348
|
+9%
|
|
|
17
|
Hilton Capital Management
Garden City,
New York
|
$54.5M
|
+$9.87M
|
+214,528
|
+22%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$52.2M
|
+$4.55M
|
+98,853
|
+10%
|
|
|
19
|
Williams Financial
North Bennington,
Vermont
|
$51.6M
|
+$3.19M
|
+69,238
|
+7%
|
|
|
20
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$47.6M
|
+$5.95M
|
+129,313
|
+14%
|
|
|
21
|
D'Orazio & Associates
Falls Church,
Virginia
|
$45.7M
|
+$2.07M
|
+44,951
|
+5%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$44.5M
|
+$3.77M
|
+81,844
|
+9%
|
|
|
23
|
Enclave Advisors
Austin,
Texas
|
$44.2M
|
+$3.79M
|
+82,424
|
+9%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$40.5M
|
+$3.21M
|
+69,727
|
+9%
|
|
|
25
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$39M
|
+$12.5M
|
+271,777
|
+47%
|
|
