|
1
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
+$36.1M
|
+1,511,420
|
+54%
|
|
|
2
|
|
$57.2M
|
+$357K
|
+14,955
|
+0.6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$33.4M
|
+$4.32M
|
+180,978
|
+15%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.1M
|
+$5.24M
|
+219,739
|
+24%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$27.4M
|
+$26.3M
|
+1,101,741
|
+7,596%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$25.1M
|
+$9.03M
|
+378,600
|
+59%
|
|
|
7
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$23.5M
|
+$2.25M
|
+94,214
|
+11%
|
|
|
8
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$22.8M
|
-$3.91M
|
-164,048
|
-15%
|
|
|
9
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$19.9M
|
+$1.8M
|
+75,538
|
+10%
|
|
|
10
|
Financial Counselors Inc
Overland Park,
Kansas
|
$19.2M
|
+$15.2M
|
+637,004
|
+441%
|
|
|
11
|
TruWealth Advisors
Metairie,
Louisiana
|
$13.2M
|
+$1.39M
|
+58,242
|
+12%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$12.4M
|
+$10.3M
|
+432,570
|
+600%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$9.21M
|
+$3.34M
|
+140,065
|
+60%
|
|
|
14
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.12M
|
+$455K
|
+19,081
|
+5%
|
|
|
15
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$8.58M
|
+$2.67M
|
+112,027
|
+47%
|
|
|
16
|
Bank of New York Mellon
New York
|
$7.82M
|
-$583K
|
-24,438
|
-7%
|
|
|
17
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$7.35M
|
+$3.74M
|
+156,901
|
+110%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.11M
|
+$899K
|
+37,677
|
+15%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$6.16M
|
-$472K
|
-19,786
|
-7%
|
|
|
20
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$5.79M
|
+$692K
|
+29,012
|
+14%
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.29M
|
-$724K
|
-30,339
|
-12%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.91M
|
+$3.65M
|
+153,007
|
+326%
|
|
|
23
|
Vicus Capital
State College,
Pennsylvania
|
$4.75M
|
+$463K
|
+19,390
|
+11%
|
|
|
24
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$4.72M
|
+$696K
|
+29,155
|
+18%
|
|
|
25
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$4.43M
|
+$2.06M
|
+86,408
|
+92%
|
|
