|
1
|
Bank of America
Charlotte,
North Carolina
|
$80.8M
|
+$12.4M
|
+104,645
|
+18%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$43.7M
|
+$980K
|
+8,276
|
+2%
|
|
|
3
|
|
$36.4M
|
-$1.12M
|
-9,498
|
-3%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$28.8M
|
+$29.6M
|
+250,185
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$19.6M
|
+$423K
|
+3,569
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
-$406K
|
-3,431
|
-3%
|
|
|
7
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$13.2M
|
+$30.8K
|
+260
|
+0.2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$11.8M
|
+$3.01M
|
+25,389
|
+33%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$2.74M
|
+23,137
|
+32%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$9.64M
|
-$40K
|
-338
|
-0.4%
|
|
|
11
|
Curtis Advisory Group
Santa Barbara,
California
|
$9.2M
|
+$924K
|
+7,803
|
+11%
|
|
|
12
|
Elevation Capital Advisory
Bend,
Oregon
|
$8.81M
|
+$8.72M
|
+73,660
|
+2,608%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$8.81M
|
+$8.72M
|
+73,660
|
+2,608%
|
|
|
14
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$8.68M
|
-$2.34M
|
-19,777
|
-20%
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$7.72M
|
+$843K
|
+7,121
|
+12%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.38M
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7M
|
+$239K
|
+2,015
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.58M
|
-$492K
|
-4,158
|
-7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.95M
|
+$409K
|
+3,458
|
+7%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.52M
|
-$50.4K
|
-426
|
-0.9%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.12M
|
+$2.25K
|
+19
|
+0%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.09M
|
-$48.8K
|
-412
|
-0.9%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.01M
|
+$171K
|
+1,447
|
+3%
|
|
|
24
|
Waverly Advisors
Birmingham,
Alabama
|
$4.79M
|
+$3.27M
|
+27,600
|
+197%
|
|
|
25
|
Equitable Holdings
New York
|
$4.74M
|
-$629K
|
-5,314
|
-11%
|
|
