|
1
|
LPL Financial
San Diego,
California
|
$58.6M
|
+$10.9M
|
+150,538
|
+25%
|
|
|
2
|
|
$57M
|
+$411K
|
+5,697
|
+0.8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.5M
|
+$189K
|
+2,613
|
+0.7%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$27M
|
+$426K
|
+5,903
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$18M
|
-$243K
|
-3,365
|
-1%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$13.3M
|
–
|
–
|
–
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.5M
|
-$698K
|
-9,672
|
-6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.24M
|
-$716K
|
-9,911
|
-8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.1M
|
-$2.15M
|
-29,811
|
-20%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.85M
|
+$86.6K
|
+1,199
|
+1%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$8.75M
|
-$19.3M
|
-266,839
|
-70%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.65M
|
-$39.3K
|
-544
|
-0.5%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$8.4M
|
+$14.9K
|
+206
|
+0.2%
|
|
|
14
|
|
$7.02M
|
+$26.1K
|
+362
|
+0.4%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.71M
|
-$231K
|
-3,206
|
-4%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$6.06M
|
+$817K
|
+11,315
|
+17%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.88M
|
+$21.2K
|
+293
|
+0.4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.45M
|
-$253K
|
-3,511
|
-5%
|
|
|
19
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.45M
|
+$406K
|
+5,618
|
+11%
|
|
|
20
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$4.28M
|
+$622K
|
+8,618
|
+19%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.28M
|
-$150K
|
-2,079
|
-4%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.09M
|
+$3.63M
|
+50,316
|
+1,422%
|
|
|
23
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$4.05M
|
+$3.76M
|
+52,098
|
New
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$3.97M
|
-$268K
|
-3,710
|
-7%
|
|
|
25
|
Meridian Wealth Management
Lexington,
Kentucky
|
$3.81M
|
+$3.54M
|
+48,979
|
New
|
|
