|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.6M
|
+$1.59M
|
+65,999
|
+2%
|
|
|
2
|
|
$54.4M
|
+$9.03M
|
+375,404
|
+19%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
+$5.33M
|
+221,438
|
+23%
|
|
|
4
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$25.7M
|
+$3.84M
|
+159,532
|
+17%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.7M
|
+$1.67M
|
+69,350
|
+8%
|
|
|
6
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$20.2M
|
+$4.12M
|
+171,087
|
+25%
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$17.1M
|
+$17.7M
|
+734,897
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15.2M
|
+$4.75M
|
+197,331
|
+44%
|
|
|
9
|
TruWealth Advisors
Metairie,
Louisiana
|
$11.3M
|
+$1.8M
|
+74,888
|
+18%
|
|
|
10
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$8.28M
|
+$1.11M
|
+45,968
|
+15%
|
|
|
11
|
Bank of New York Mellon
New York
|
$8.06M
|
+$7.29M
|
+302,895
|
+755%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$6.36M
|
+$350K
|
+14,531
|
+6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.91M
|
-$2.29M
|
-94,961
|
-27%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.78M
|
+$70.9K
|
+2,948
|
+1%
|
|
|
15
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$5.58M
|
+$2.66M
|
+110,450
|
+87%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$5.52M
|
+$2.67M
|
+111,140
|
+90%
|
|
|
17
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$4.85M
|
+$631K
|
+26,202
|
+15%
|
|
|
18
|
|
$4.3M
|
+$4.4M
|
+182,899
|
New
|
|
|
19
|
Vicus Capital
State College,
Pennsylvania
|
$4.09M
|
+$268K
|
+11,127
|
+7%
|
|
|
20
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$3.81M
|
-$122K
|
-5,084
|
-3%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$3.42M
|
-$3.23M
|
-134,086
|
-48%
|
|
|
22
|
Financial Counselors Inc
Overland Park,
Kansas
|
$3.39M
|
+$3.48M
|
+144,436
|
New
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.34M
|
+$3.43M
|
+142,323
|
New
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.22M
|
-$103K
|
-4,268
|
-3%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.18M
|
+$18.1K
|
+753
|
+0.6%
|
|
