|
1
|
Bank of America
Charlotte,
North Carolina
|
$54.6M
|
+$14.3M
|
+601,598
|
+36%
|
|
|
2
|
|
$24.8M
|
-$1.32M
|
-55,365
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$21.1M
|
+$6.68M
|
+280,703
|
+47%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16M
|
+$6.78M
|
+284,716
|
+75%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.8M
|
-$7.17M
|
-301,037
|
-33%
|
|
|
6
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14.7M
|
+$2.28M
|
+95,909
|
+19%
|
|
|
7
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$13.8M
|
-$1.7M
|
-71,256
|
-11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.5M
|
-$1.78M
|
-74,859
|
-18%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$7.08M
|
+$7.38K
|
+310
|
+0.1%
|
|
|
10
|
TruWealth Advisors
Metairie,
Louisiana
|
$6.39M
|
+$4.19M
|
+175,863
|
+198%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$5.65M
|
+$540K
|
+22,678
|
+11%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$5.61M
|
-$14M
|
-589,387
|
-72%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$5.3M
|
+$5.23M
|
+219,738
|
New
|
|
|
14
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$3.73M
|
+$3.68M
|
+154,396
|
New
|
|
|
15
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$3.67M
|
-$1.88M
|
-79,092
|
-34%
|
|
|
16
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.54M
|
+$1.6M
|
+67,072
|
+84%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.12M
|
+$2.17M
|
+91,167
|
+239%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.94M
|
+$2.91M
|
+122,046
|
New
|
|
|
19
|
Vicus Capital
State College,
Pennsylvania
|
$2.9M
|
-$129K
|
-5,424
|
-4%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.53M
|
-$81.3K
|
-3,413
|
-3%
|
|
|
21
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$2.04M
|
+$2.02M
|
+84,687
|
New
|
|
|
22
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$1.99M
|
-$542K
|
-22,760
|
-22%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.96M
|
-$53.9K
|
-2,263
|
-3%
|
|
|
24
|
Saxon Interests
Houston,
Texas
|
$1.9M
|
+$1.85M
|
+77,581
|
New
|
|
|
25
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.88M
|
+$1.85M
|
+77,812
|
New
|
|
