|
1
|
Bank of America
Charlotte,
North Carolina
|
$313M
|
+$720K
|
+14,713
|
+0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$282M
|
+$35.8M
|
+731,729
|
+15%
|
|
|
3
|
|
$210M
|
-$30.3M
|
-619,658
|
-13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$136M
|
+$4.93M
|
+100,709
|
+4%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$123M
|
-$21.4M
|
-436,864
|
-15%
|
|
|
6
|
SFMG Wealth Advisors
Plano,
Texas
|
$114M
|
+$110M
|
+2,247,421
|
New
|
|
|
7
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$104M
|
+$2.49M
|
+50,937
|
+3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$71.8M
|
-$2.06M
|
-42,079
|
-3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$67.8M
|
+$11.3M
|
+231,753
|
+21%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$58.1M
|
-$6.37M
|
-130,247
|
-10%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$55.5M
|
-$6.85M
|
-140,079
|
-11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.9M
|
+$8.46M
|
+172,854
|
+21%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.9M
|
-$13.9M
|
-284,234
|
-27%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$38.3M
|
-$8.44M
|
-172,526
|
-19%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.3M
|
+$2.27M
|
+46,306
|
+8%
|
|
|
16
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$29.5M
|
-$1.22M
|
-24,988
|
-4%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$23.7M
|
+$5.38M
|
+109,889
|
+31%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$21.3M
|
+$2.48M
|
+50,621
|
+14%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$21M
|
-$9.48M
|
-193,808
|
-32%
|
|
|
20
|
Level Four Advisory Services
Dallas,
Texas
|
$19.9M
|
+$111K
|
+2,268
|
+0.6%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$19.5M
|
-$253K
|
-5,169
|
-1%
|
|
|
22
|
MBL Wealth
Charlotte,
North Carolina
|
$15.5M
|
-$2.38M
|
-48,680
|
-14%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$14.9M
|
-$616K
|
-12,591
|
-4%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.7M
|
+$7.58M
|
+154,933
|
+116%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.1M
|
+$3.92M
|
+80,192
|
+41%
|
|
