|
1
|
|
$49.3M
|
+$2.89M
|
+40,960
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$40.9M
|
+$2.17M
|
+30,786
|
+5%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$25.7M
|
-$643K
|
-9,128
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25.5M
|
+$219K
|
+3,105
|
+0.8%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.1M
|
-$243K
|
-3,444
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$16M
|
-$42.4K
|
-602
|
-0.3%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$11.6M
|
–
|
–
|
–
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.5M
|
+$560K
|
+7,950
|
+5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.96M
|
-$620K
|
-8,800
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.73M
|
+$803K
|
+11,398
|
+10%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.64M
|
-$1.04M
|
-14,729
|
-12%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.58M
|
-$39.4K
|
-559
|
-0.5%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$7.31M
|
+$543K
|
+7,713
|
+8%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$7.11M
|
+$7.39M
|
+104,913
|
New
|
|
|
15
|
|
$6.1M
|
–
|
–
|
–
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.07M
|
-$104K
|
-1,479
|
-2%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.11M
|
-$130K
|
-1,850
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.99M
|
-$479K
|
-6,801
|
-8%
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
$4.87M
|
+$5.57M
|
+79,025
|
+326%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$4.52M
|
+$188K
|
+2,671
|
+4%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.87M
|
+$361K
|
+5,128
|
+10%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$3.72M
|
-$93.1K
|
-1,321
|
-2%
|
|
|
23
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.5M
|
+$310K
|
+4,395
|
+9%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$3.23M
|
+$820K
|
+11,642
|
+32%
|
|
|
25
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$3.15M
|
–
|
–
|
–
|
|
