|
1
|
Bank of America
Charlotte,
North Carolina
|
$99.3M
|
+$5.79M
|
+240,026
|
+6%
|
|
|
2
|
|
$61.7M
|
-$8.86M
|
-367,173
|
-12%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$44.1M
|
+$2.59M
|
+107,576
|
+6%
|
|
|
4
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$42.2M
|
+$5.77M
|
+239,406
|
+16%
|
|
|
5
|
Meeder Advisory Services
Dublin,
Ohio
|
$40.9M
|
+$41.1M
|
+1,705,515
|
New
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$39.9M
|
+$21M
|
+871,933
|
+110%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$38.1M
|
+$2.52M
|
+104,649
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$28.3M
|
-$102K
|
-4,216
|
-0.4%
|
|
|
9
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$26.1M
|
-$558K
|
-23,134
|
-2%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.6M
|
+$72.9K
|
+3,021
|
+0.4%
|
|
|
11
|
TruWealth Advisors
Metairie,
Louisiana
|
$16.3M
|
+$641K
|
+26,561
|
+4%
|
|
|
12
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$14.8M
|
-$8.97M
|
-371,877
|
-38%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
+$680K
|
+28,199
|
+5%
|
|
|
14
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$11.4M
|
+$1.99M
|
+82,510
|
+21%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.5M
|
+$10.6M
|
+439,103
|
New
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.5M
|
+$10.6M
|
+439,103
|
New
|
|
|
17
|
|
$10.5M
|
+$5.94M
|
+246,326
|
+129%
|
|
|
18
|
Financial Counselors Inc
Overland Park,
Kansas
|
$10.3M
|
-$4.65M
|
-192,707
|
-31%
|
|
|
19
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.1M
|
-$259K
|
-10,744
|
-2%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.51M
|
-$245K
|
-10,178
|
-3%
|
|
|
21
|
CFO4Life Group
Coppell,
Texas
|
$7.76M
|
+$7.81M
|
+323,904
|
New
|
|
|
22
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$7.54M
|
+$7.58M
|
+314,468
|
New
|
|
|
23
|
Bank of New York Mellon
New York
|
$7.34M
|
-$22.5K
|
-932
|
-0.3%
|
|
|
24
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$7.2M
|
-$1.51M
|
-62,459
|
-17%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$6.86M
|
+$54.5K
|
+2,261
|
+0.8%
|
|
