|
1
|
Bank of America
Charlotte,
North Carolina
|
$87.9M
|
+$5.54M
|
+229,694
|
+7%
|
|
|
2
|
|
$61.5M
|
+$995K
|
+41,211
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$39.8M
|
+$3.32M
|
+137,433
|
+9%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.6M
|
+$2.77M
|
+114,796
|
+8%
|
|
|
5
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$30.9M
|
+$3.51M
|
+145,231
|
+13%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$25.6M
|
-$462K
|
-19,127
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$24.9M
|
-$760K
|
-31,479
|
-3%
|
|
|
8
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24.8M
|
+$815K
|
+33,744
|
+3%
|
|
|
9
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$23.1M
|
+$1.18M
|
+48,821
|
+5%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.4M
|
+$2.3M
|
+95,483
|
+18%
|
|
|
11
|
TruWealth Advisors
Metairie,
Louisiana
|
$14.5M
|
-$369K
|
-15,282
|
-2%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$9.68M
|
+$216K
|
+8,948
|
+2%
|
|
|
13
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.55M
|
+$212K
|
+8,777
|
+2%
|
|
|
14
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$9.15M
|
+$474K
|
+19,627
|
+5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.69M
|
-$189K
|
-7,849
|
-2%
|
|
|
16
|
Bank of New York Mellon
New York
|
$7.23M
|
-$218K
|
-9,014
|
-3%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$6.86M
|
+$430K
|
+17,808
|
+7%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.07M
|
+$379K
|
+15,717
|
+7%
|
|
|
19
|
Financial Counselors Inc
Overland Park,
Kansas
|
$6.03M
|
+$95.4K
|
+3,954
|
+2%
|
|
|
20
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.71M
|
-$72.3K
|
-2,995
|
-1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.07M
|
-$200K
|
-8,274
|
-4%
|
|
|
22
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$4.9M
|
+$404K
|
+16,742
|
+9%
|
|
|
23
|
Vicus Capital
State College,
Pennsylvania
|
$4.79M
|
-$45.2K
|
-1,872
|
-0.9%
|
|
|
24
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$4.6M
|
+$721K
|
+29,883
|
+19%
|
|
|
25
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.69M
|
+$849K
|
+35,163
|
+30%
|
|
