|
1
|
Bank of America
Charlotte,
North Carolina
|
$83.1M
|
-$22M
|
-898,980
|
-21%
|
|
|
2
|
|
$61M
|
+$4.27M
|
+174,706
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$36.8M
|
+$3.67M
|
+150,267
|
+11%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$34.2M
|
+$6.26M
|
+256,090
|
+22%
|
|
|
5
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$27.6M
|
+$4.32M
|
+176,648
|
+18%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$26.2M
|
-$987K
|
-40,378
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$25.9M
|
+$932K
|
+38,139
|
+4%
|
|
|
8
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24.2M
|
+$1.5M
|
+61,489
|
+7%
|
|
|
9
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$21.9M
|
+$2.18M
|
+89,368
|
+11%
|
|
|
10
|
TruWealth Advisors
Metairie,
Louisiana
|
$15M
|
+$1.83M
|
+74,673
|
+14%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.2M
|
+$13.2M
|
+541,490
|
New
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$12.8M
|
+$522K
|
+21,357
|
+4%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$9.55M
|
+$403K
|
+16,476
|
+4%
|
|
|
14
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.42M
|
+$365K
|
+14,920
|
+4%
|
|
|
15
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$8.75M
|
+$225K
|
+9,221
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.94M
|
+$889K
|
+36,383
|
+13%
|
|
|
17
|
Bank of New York Mellon
New York
|
$7.51M
|
-$256K
|
-10,481
|
-3%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$6.49M
|
+$370K
|
+15,132
|
+6%
|
|
|
19
|
Financial Counselors Inc
Overland Park,
Kansas
|
$5.99M
|
-$13.1M
|
-535,979
|
-69%
|
|
|
20
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.83M
|
+$1.17M
|
+47,692
|
+25%
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.74M
|
+$480K
|
+19,640
|
+9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.32M
|
+$445K
|
+18,190
|
+9%
|
|
|
23
|
Vicus Capital
State College,
Pennsylvania
|
$4.87M
|
+$154K
|
+6,317
|
+3%
|
|
|
24
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$4.53M
|
+$137K
|
+5,596
|
+3%
|
|
|
25
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.91M
|
-$3.39M
|
-138,760
|
-46%
|
|
