|
1
|
Bank of America
Charlotte,
North Carolina
|
$99.9M
|
+$10.4M
|
+426,021
|
+12%
|
|
|
2
|
|
$65.5M
|
+$2.89M
|
+118,614
|
+5%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$39.8M
|
+$2.53M
|
+103,889
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$37.5M
|
-$3.04M
|
-124,742
|
-8%
|
|
|
5
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$35.4M
|
+$3.98M
|
+163,060
|
+13%
|
|
|
6
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$26.1M
|
+$849K
|
+34,819
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$25.5M
|
+$125K
|
+5,111
|
+0.5%
|
|
|
8
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$24.2M
|
+$1.27M
|
+51,904
|
+5%
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$18.3M
|
-$7.61M
|
-311,789
|
-30%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.9M
|
+$2.19M
|
+89,780
|
+14%
|
|
|
11
|
TruWealth Advisors
Metairie,
Louisiana
|
$15.8M
|
+$1.08M
|
+44,203
|
+7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
+$4.98M
|
+204,078
|
+64%
|
|
|
13
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.1M
|
+$384K
|
+15,722
|
+4%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$9.84M
|
-$14.1K
|
-578
|
-0.1%
|
|
|
15
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$9.71M
|
+$399K
|
+16,347
|
+4%
|
|
|
16
|
Bank of New York Mellon
New York
|
$7.38M
|
+$27.6K
|
+1,133
|
+0.4%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$7.02M
|
+$37.3K
|
+1,528
|
+0.5%
|
|
|
18
|
Financial Counselors Inc
Overland Park,
Kansas
|
$6.71M
|
+$573K
|
+23,474
|
+9%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.33M
|
+$155K
|
+6,373
|
+3%
|
|
|
20
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.77M
|
-$41.9K
|
-1,718
|
-0.7%
|
|
|
21
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5.27M
|
+$585K
|
+23,995
|
+13%
|
|
|
22
|
Vicus Capital
State College,
Pennsylvania
|
$5.08M
|
+$206K
|
+8,436
|
+4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.9M
|
-$262K
|
-10,726
|
-5%
|
|
|
24
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$4.77M
|
-$176K
|
-7,234
|
-4%
|
|
|
25
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.27M
|
+$508K
|
+20,825
|
+14%
|
|
