|
1
|
Bank of America
Charlotte,
North Carolina
|
$177M
|
+$114M
|
+2,289,717
|
+179%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$36.9M
|
+$1.7M
|
+34,183
|
+5%
|
|
|
3
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$15.9M
|
+$16M
|
+320,785
|
New
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.3M
|
-$1.64M
|
-33,044
|
-10%
|
|
|
5
|
1900 Wealth Management
San Antonio,
Texas
|
$12M
|
-$115K
|
-2,317
|
-0.9%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$8.12M
|
-$1.31M
|
-26,276
|
-14%
|
|
|
7
|
|
$5.9M
|
+$3M
|
+60,255
|
+103%
|
|
|
8
|
|
$5.79M
|
+$3.23M
|
+64,944
|
+126%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.32M
|
-$434K
|
-8,722
|
-8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.11M
|
-$2.84M
|
-57,023
|
-36%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.9M
|
+$1.68M
|
+33,813
|
+52%
|
|
|
12
|
|
$4.67M
|
-$762K
|
-15,309
|
-14%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.63M
|
+$349K
|
+7,024
|
+8%
|
|
|
14
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4.15M
|
+$35.1K
|
+706
|
+0.9%
|
|
|
15
|
Colony Group
Boston,
Massachusetts
|
$4.05M
|
+$477K
|
+9,590
|
+13%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.05M
|
-$1.14M
|
-22,895
|
-22%
|
|
|
17
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.62M
|
+$838K
|
+16,845
|
+30%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$3.5M
|
+$3.18K
|
+64
|
+0.1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.43M
|
+$1.66M
|
+33,356
|
+93%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.31M
|
–
|
–
|
–
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.98M
|
+$278K
|
+5,584
|
+10%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.91M
|
+$284K
|
+5,700
|
+11%
|
|
|
23
|
Centaurus Financial
Anaheim,
California
|
$2.75M
|
+$2.76M
|
+55,410
|
New
|
|
|
24
|
Eagle Global Advisors
Houston,
Texas
|
$2.38M
|
–
|
–
|
–
|
|
|
25
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.37M
|
+$119K
|
+2,395
|
+5%
|
|
