|
1
|
Bank of America
Charlotte,
North Carolina
|
$56.8M
|
+$1.13M
|
+46,138
|
+2%
|
|
|
2
|
|
$31.9M
|
+$6.64M
|
+271,774
|
+26%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
+$808K
|
+33,078
|
+4%
|
|
|
4
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$18.4M
|
+$3.44M
|
+140,599
|
+23%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.6M
|
+$1.28M
|
+52,481
|
+8%
|
|
|
6
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$15.8M
|
+$1.77M
|
+72,396
|
+13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.1M
|
-$5.95M
|
-243,603
|
-40%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.07M
|
+$406K
|
+16,593
|
+5%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$7.62M
|
+$380K
|
+15,557
|
+5%
|
|
|
10
|
TruWealth Advisors
Metairie,
Louisiana
|
$7.39M
|
+$875K
|
+35,783
|
+14%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$5.82M
|
+$68.5K
|
+2,801
|
+1%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$5.69M
|
+$4.5M
|
+184,308
|
+392%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.28M
|
+$2.08M
|
+85,263
|
+66%
|
|
|
14
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.73M
|
+$4.7M
|
+192,493
|
New
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$4.27M
|
+$2.7M
|
+110,466
|
+174%
|
|
|
16
|
Vicus Capital
State College,
Pennsylvania
|
$3.96M
|
+$998K
|
+40,828
|
+34%
|
|
|
17
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.75M
|
+$140K
|
+5,729
|
+4%
|
|
|
18
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$3.74M
|
+$5.82K
|
+238
|
+0.2%
|
|
|
19
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$3.73M
|
-$62K
|
-2,537
|
-2%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$3.15M
|
+$152K
|
+6,233
|
+5%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.91M
|
+$334K
|
+13,685
|
+13%
|
|
|
22
|
|
$2.66M
|
+$2.64M
|
+108,154
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.66M
|
+$769K
|
+31,465
|
+41%
|
|
|
24
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$2.55M
|
+$517K
|
+21,159
|
+26%
|
|
|
25
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$2.34M
|
+$259K
|
+10,609
|
+13%
|
|
