|
1
|
Bank of America
Charlotte,
North Carolina
|
$93.7M
|
-$3.89M
|
-160,135
|
-4%
|
|
|
2
|
|
$70.6M
|
+$6.73M
|
+277,286
|
+10%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$41.6M
|
+$42.1M
|
+1,732,162
|
New
|
|
|
4
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$36.5M
|
+$1.97M
|
+80,973
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$35.7M
|
-$888K
|
-36,586
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$28.5M
|
+$3.65M
|
+150,293
|
+15%
|
|
|
7
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$26.7M
|
+$1.23M
|
+50,796
|
+5%
|
|
|
8
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$23.8M
|
-$241K
|
-9,941
|
-1%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19M
|
+$1.59M
|
+65,654
|
+9%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.6M
|
-$1.35M
|
-55,640
|
-7%
|
|
|
11
|
TruWealth Advisors
Metairie,
Louisiana
|
$15.7M
|
+$313K
|
+12,906
|
+2%
|
|
|
12
|
Financial Counselors Inc
Overland Park,
Kansas
|
$14.9M
|
+$8.46M
|
+348,352
|
+128%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.4M
|
-$166K
|
-6,819
|
-1%
|
|
|
14
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.4M
|
+$525K
|
+21,612
|
+5%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$9.81M
|
+$208K
|
+8,547
|
+2%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.77M
|
+$3.63M
|
+149,508
|
+58%
|
|
|
17
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$9.4M
|
-$77.3K
|
-3,184
|
-0.8%
|
|
|
18
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.71M
|
+$3.6M
|
+148,365
|
+69%
|
|
|
19
|
Bank of New York Mellon
New York
|
$7.38M
|
+$171K
|
+7,027
|
+2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$6.82M
|
-$35.1K
|
-1,444
|
-0.5%
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$6.14M
|
+$5.86M
|
+241,484
|
+1,715%
|
|
|
22
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$5.75M
|
+$5.84M
|
+240,318
|
New
|
|
|
23
|
Vicus Capital
State College,
Pennsylvania
|
$5.33M
|
+$379K
|
+15,602
|
+8%
|
|
|
24
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.05M
|
-$599K
|
-24,670
|
-11%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.59M
|
+$671K
|
+27,627
|
+17%
|
|
