|
1
|
Bank of America
Charlotte,
North Carolina
|
$302M
|
+$9.45M
|
+197,931
|
+3%
|
|
|
2
|
|
$223M
|
+$9.88M
|
+206,859
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$151M
|
+$1.6M
|
+33,440
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$122M
|
+$5.89M
|
+123,364
|
+5%
|
|
|
5
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$96.7M
|
+$2.05M
|
+43,009
|
+2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$76.3M
|
+$634K
|
+13,275
|
+0.9%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$62.1M
|
-$535K
|
-11,206
|
-0.9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$60M
|
-$381K
|
-7,975
|
-0.7%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$58.4M
|
-$13.4M
|
-280,020
|
-19%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$53.4M
|
+$4.39M
|
+91,995
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.1M
|
+$2.53M
|
+53,075
|
+7%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$36.6M
|
+$547K
|
+11,448
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.3M
|
+$566K
|
+11,864
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.2M
|
+$1.24M
|
+26,042
|
+4%
|
|
|
15
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$29.8M
|
+$28.6M
|
+598,715
|
New
|
|
|
16
|
Ferguson Shapiro
Decatur,
Georgia
|
$28.3M
|
-$1.51M
|
-31,697
|
-5%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$23.8M
|
+$1.65M
|
+34,610
|
+8%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.4M
|
+$1.36M
|
+28,521
|
+7%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$18.8M
|
-$526K
|
-11,016
|
-3%
|
|
|
20
|
Level Four Advisory Services
Dallas,
Texas
|
$17.6M
|
-$428K
|
-8,957
|
-2%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$17M
|
+$322K
|
+6,744
|
+2%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$14.8M
|
+$1.19M
|
+24,890
|
+9%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$14.7M
|
-$97.6K
|
-2,044
|
-0.7%
|
|
|
24
|
American Planning Services
Sun City Center,
Florida
|
$14.4M
|
-$8.59M
|
-179,843
|
-38%
|
|
|
25
|
MBL Wealth
Charlotte,
North Carolina
|
$13.5M
|
+$312K
|
+6,533
|
+2%
|
|
