|
1
|
Bank of America
Charlotte,
North Carolina
|
$66.4M
|
+$10.2M
|
+419,543
|
+18%
|
|
|
2
|
|
$47.2M
|
+$15.6M
|
+640,078
|
+49%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$23.3M
|
+$1.24M
|
+50,966
|
+6%
|
|
|
4
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$22.8M
|
+$4.49M
|
+184,187
|
+25%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.8M
|
+$3.43M
|
+140,486
|
+20%
|
|
|
6
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$16.8M
|
+$1.17M
|
+47,877
|
+7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$1.93M
|
+79,280
|
+22%
|
|
|
8
|
TruWealth Advisors
Metairie,
Louisiana
|
$9.89M
|
+$2.57M
|
+105,348
|
+35%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.44M
|
-$569K
|
-23,333
|
-6%
|
|
|
10
|
PFS Investments
Duluth,
Georgia
|
$7.59M
|
+$70.4K
|
+2,888
|
+0.9%
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.46M
|
+$2.78M
|
+113,855
|
+59%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$6.81M
|
+$1.18M
|
+48,351
|
+21%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$6.24M
|
+$471K
|
+19,314
|
+8%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.92M
|
+$698K
|
+28,621
|
+13%
|
|
|
15
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$4.39M
|
+$695K
|
+28,473
|
+19%
|
|
|
16
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$4.08M
|
+$376K
|
+15,423
|
+10%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$3.97M
|
+$45.1K
|
+1,848
|
+1%
|
|
|
18
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.53M
|
-$184K
|
-7,542
|
-5%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$3.51M
|
-$725K
|
-29,706
|
-17%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.44M
|
+$555K
|
+22,766
|
+19%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.28M
|
+$3.28M
|
+134,464
|
New
|
|
|
22
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$3.09M
|
+$773K
|
+31,676
|
+33%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$3.02M
|
-$107K
|
-4,399
|
-3%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.57M
|
-$64.5K
|
-2,643
|
-2%
|
|
|
25
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.27M
|
+$15K
|
+615
|
+0.7%
|
|
