|
1
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$11.6M
|
+$4.53M
|
+99,683
|
+63%
|
|
|
2
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$11.5M
|
-$26.9M
|
-591,710
|
-70%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.16M
|
+$1.68M
|
+36,970
|
+22%
|
|
|
4
|
|
$8.97M
|
+$346K
|
+7,602
|
+4%
|
|
|
5
|
WT Wealth Management
Scottsdale,
Arizona
|
$5.64M
|
-$360K
|
-7,918
|
-6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.11M
|
+$503K
|
+11,057
|
+14%
|
|
|
7
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.14M
|
+$21.8K
|
+480
|
+0.7%
|
|
|
8
|
|
$2.53M
|
+$1.18M
|
+25,865
|
+85%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.38M
|
+$2.41M
|
+53,024
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.26M
|
-$1.15M
|
-25,392
|
-34%
|
|
|
11
|
|
$2.2M
|
-$576K
|
-12,675
|
-20%
|
|
|
12
|
Beta Wealth Group
San Diego,
California
|
$1.98M
|
+$34.3K
|
+754
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.92M
|
+$21.5K
|
+473
|
+1%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.8M
|
+$25.1K
|
+552
|
+1%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$1.61M
|
–
|
–
|
–
|
|
|
16
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.42M
|
-$241K
|
-5,300
|
-14%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.32M
|
-$193K
|
-4,254
|
-13%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.08M
|
+$759K
|
+16,691
|
+222%
|
|
|
19
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$668K
|
+$678K
|
+14,910
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$644K
|
+$653K
|
+14,365
|
New
|
|
|
21
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$558K
|
+$107K
|
+2,354
|
+23%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$548K
|
-$244K
|
-5,369
|
-30%
|
|
|
23
|
Equitable Holdings
New York
|
$491K
|
+$489K
|
+10,753
|
New
|
|
|
24
|
Rockefeller Capital Management
New York
|
$474K
|
+$26.7K
|
+588
|
+6%
|
|
|
25
|
SK Wealth Management
Providence,
Rhode Island
|
$445K
|
-$591
|
-13
|
-0.1%
|
|
