|
1
|
Bank of America
Charlotte,
North Carolina
|
$63.6M
|
+$31.9M
|
+643,007
|
+101%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$35.3M
|
+$591K
|
+11,892
|
+2%
|
|
|
3
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$17M
|
+$15.1M
|
+303,967
|
+800%
|
|
|
4
|
1900 Wealth Management
San Antonio,
Texas
|
$12.2M
|
+$12.2M
|
+244,910
|
New
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$9.43M
|
-$622K
|
-12,511
|
-6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.95M
|
-$536K
|
-10,779
|
-6%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.33M
|
+$3.71M
|
+74,633
|
+141%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.76M
|
-$7.56M
|
-152,124
|
-57%
|
|
|
9
|
|
$5.44M
|
-$1.7M
|
-34,116
|
-24%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.2M
|
-$574K
|
-11,546
|
-10%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.29M
|
-$49.4K
|
-994
|
-1%
|
|
|
12
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4.12M
|
-$266K
|
-5,363
|
-6%
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$3.58M
|
+$629K
|
+12,658
|
+21%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$3.5M
|
-$889K
|
-17,885
|
-20%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$3.37M
|
+$2.66M
|
+53,523
|
+377%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.32M
|
+$2.92M
|
+58,700
|
+734%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.23M
|
+$3.23M
|
+64,960
|
New
|
|
|
18
|
|
$2.91M
|
-$1.29M
|
-26,016
|
-31%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.86M
|
-$972K
|
-19,557
|
-25%
|
|
|
20
|
Tobias Financial Advisors
Plantation,
Florida
|
$2.78M
|
+$414K
|
+8,339
|
+18%
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.71M
|
+$2.7M
|
+54,420
|
New
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.66M
|
-$5.4M
|
-108,664
|
-67%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.63M
|
+$157K
|
+3,164
|
+6%
|
|
|
24
|
|
$2.57M
|
-$361K
|
-7,265
|
-12%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.52M
|
+$2.52M
|
+50,671
|
New
|
|
