|
1
|
Bank of America
Charlotte,
North Carolina
|
$264M
|
+$70.5M
|
+1,870,389
|
+36%
|
|
|
2
|
|
$153M
|
+$9.6M
|
+254,761
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$85.8M
|
+$4.99M
|
+132,442
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$85.5M
|
+$25.4M
|
+675,055
|
+42%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$71.7M
|
+$3.51M
|
+93,031
|
+5%
|
|
|
6
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$71.1M
|
+$71.4M
|
+1,893,672
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$68.8M
|
-$2.64M
|
-70,117
|
-4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.4M
|
+$2.35M
|
+62,249
|
+6%
|
|
|
9
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$37.5M
|
-$1.91M
|
-50,736
|
-5%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.3M
|
-$1.01M
|
-26,821
|
-4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
-$5.39M
|
-142,964
|
-21%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1M
|
-$2.68M
|
-71,011
|
-12%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$19.5M
|
+$13.2M
|
+350,306
|
+209%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
-$1.48M
|
-39,196
|
-9%
|
|
|
15
|
Level Four Advisory Services
Dallas,
Texas
|
$14M
|
+$938K
|
+24,875
|
+7%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.8M
|
-$3.28K
|
-87
|
-0%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$13.5M
|
+$350K
|
+9,285
|
+3%
|
|
|
18
|
Pacer Advisors
Malvern,
Pennsylvania
|
$12.2M
|
-$788K
|
-20,906
|
-6%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$11.7M
|
+$10.8M
|
+285,222
|
+1,069%
|
|
|
20
|
MBL Wealth
Charlotte,
North Carolina
|
$11.1M
|
+$1.08M
|
+28,559
|
+11%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$10.1M
|
-$528K
|
-14,002
|
-5%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$8.8M
|
-$1.1M
|
-29,219
|
-11%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$8.51M
|
+$668K
|
+17,713
|
+8%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$8.15M
|
+$421K
|
+11,176
|
+5%
|
|
|
25
|
Meridian Wealth Advisors
Austin,
Texas
|
$7.74M
|
–
|
–
|
–
|
|
