|
1
|
Bank of America
Charlotte,
North Carolina
|
$234M
|
+$12.5M
|
+251,630
|
+6%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$184M
|
+$6.74M
|
+136,021
|
+4%
|
|
|
3
|
|
$177M
|
+$34.6M
|
+696,954
|
+24%
|
|
|
4
|
Prudential Financial
Newark,
New Jersey
|
$138M
|
–
|
–
|
–
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$94.9M
|
+$17M
|
+343,176
|
+22%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$46.5M
|
-$1.56M
|
-31,440
|
-3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.8M
|
-$1.9M
|
-38,265
|
-5%
|
|
|
8
|
Financial Advisory Group
Houston,
Texas
|
$35.6M
|
+$1.18M
|
+23,886
|
+3%
|
|
|
9
|
Foresight Wealth Management
Draper,
Utah
|
$28.4M
|
+$7.27M
|
+146,678
|
+34%
|
|
|
10
|
Catalyst Capital Advisors
Huntington,
New York
|
$25.7M
|
+$992K
|
+20,000
|
+4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$21.6M
|
-$1.78M
|
-35,997
|
-8%
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$21.5M
|
-$768K
|
-15,488
|
-3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$16M
|
+$384K
|
+7,749
|
+2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.96M
|
+$2.15M
|
+43,372
|
+32%
|
|
|
15
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$8.15M
|
+$540K
|
+10,895
|
+7%
|
|
|
16
|
Ceera Investments
Bellaire,
Texas
|
$7.61M
|
+$300K
|
+6,054
|
+4%
|
|
|
17
|
|
$7.34M
|
+$7.35M
|
+148,292
|
New
|
|
|
18
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$7.32M
|
+$1.39M
|
+28,035
|
+23%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$7.17M
|
-$243K
|
-4,892
|
-3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.61M
|
-$260K
|
-5,239
|
-4%
|
|
|
21
|
KB Financial Partners
Princeton,
New Jersey
|
$6.58M
|
+$6.59M
|
+133,000
|
New
|
|
|
22
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$5.98M
|
+$5.99M
|
+120,758
|
New
|
|
|
23
|
|
$5.63M
|
+$556K
|
+11,213
|
+11%
|
|
|
24
|
Byrne Asset Management
Kingston,
New Jersey
|
$5.19M
|
+$5.2M
|
+104,825
|
New
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$4.62M
|
-$1.26M
|
-25,409
|
-21%
|
|
