|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$57.9M
|
-$4.87M
|
-163,632
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20M
|
+$20.4M
|
+685,743
|
New
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$13M
|
+$6.9M
|
+231,904
|
+109%
|
|
|
4
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$12.4M
|
+$129K
|
+4,325
|
+1%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$10.5M
|
+$465K
|
+15,625
|
+5%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$10.2M
|
+$7.76M
|
+260,981
|
+295%
|
|
|
7
|
Prosperity Financial Group
San Ramon,
California
|
$8.34M
|
+$2.25M
|
+75,486
|
+36%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.93M
|
-$531K
|
-17,856
|
-6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.36M
|
+$1.33M
|
+44,549
|
+26%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.57M
|
-$334K
|
-11,226
|
-11%
|
|
|
11
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.1M
|
+$290K
|
+9,737
|
+16%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$1.35M
|
+45,347
|
New
|
|
|
13
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.29M
|
+$1.33M
|
+44,754
|
New
|
|
|
14
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.23M
|
-$3.64M
|
-122,388
|
-74%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$1.1M
|
+$1.12M
|
+37,617
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$887K
|
-$25.4K
|
-855
|
-3%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$455K
|
+$463K
|
+15,578
|
New
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$429K
|
+$5.12K
|
+172
|
+1%
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$424K
|
+$431K
|
+14,497
|
New
|
|
|
20
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$392K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$322K
|
+$327K
|
+11,004
|
New
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$278K
|
+$283K
|
+9,519
|
New
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$271K
|
+$276K
|
+9,263
|
New
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$229K
|
+$233K
|
+7,824
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.7K
|
+$3.81K
|
+128
|
+5%
|
|
