|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34.7M
|
+$33.9M
|
+678,425
|
+3,519%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31.6M
|
+$2.66M
|
+53,346
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$701K
|
+14,037
|
+6%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
-$3.14K
|
-63
|
-0%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.49M
|
-$2.81M
|
-56,307
|
-25%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.07M
|
+$3.1M
|
+62,063
|
+62%
|
|
|
7
|
|
$7.14M
|
-$286K
|
-5,729
|
-4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.64M
|
-$674K
|
-13,498
|
-10%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.71M
|
+$2.24M
|
+44,815
|
+90%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$4.4M
|
+$1.52M
|
+30,448
|
+53%
|
|
|
11
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4.39M
|
-$4.67M
|
-93,651
|
-51%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.35M
|
+$274K
|
+5,488
|
+7%
|
|
|
13
|
|
$4.21M
|
+$1.63M
|
+32,749
|
+63%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.84M
|
-$1.79M
|
-35,953
|
-32%
|
|
|
15
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$3.73M
|
+$392K
|
+7,862
|
+12%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$3.08M
|
-$7.07M
|
-141,634
|
-70%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$2.96M
|
+$2.96M
|
+59,385
|
New
|
|
|
18
|
|
$2.93M
|
-$2.89M
|
-57,872
|
-50%
|
|
|
19
|
Equitable Holdings
New York
|
$2.83M
|
-$404K
|
-8,086
|
-12%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.63M
|
+$2.63M
|
+52,750
|
New
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.48M
|
+$270K
|
+5,406
|
+12%
|
|
|
22
|
Eagle Global Advisors
Houston,
Texas
|
$2.38M
|
–
|
–
|
–
|
|
|
23
|
Tobias Financial Advisors
Plantation,
Florida
|
$2.37M
|
+$2.38M
|
+47,637
|
New
|
|
|
24
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.99M
|
+$2M
|
+39,982
|
New
|
|
|
25
|
Elmwood Wealth Management
Berkeley,
California
|
$1.98M
|
+$394K
|
+7,900
|
+25%
|
|
