|
1
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.26B
|
–
|
–
|
–
|
|
|
2
|
|
$195M
|
+$11.8M
|
+274,700
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
+$12.2M
|
+284,582
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$97.1M
|
+$13M
|
+301,977
|
+16%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$71.9M
|
+$7.84M
|
+182,561
|
+13%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66.9M
|
-$15.7M
|
-366,158
|
-19%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$53.7M
|
+$14M
|
+326,216
|
+36%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$50.3M
|
-$539K
|
-12,553
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$40.8M
|
-$3.95M
|
-91,987
|
-9%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.9M
|
+$5.91M
|
+137,638
|
+21%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.5M
|
-$3.05M
|
-71,078
|
-8%
|
|
|
12
|
|
$31.4M
|
-$3.58M
|
-83,227
|
-10%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$28M
|
+$12.6M
|
+292,739
|
+85%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.2M
|
+$6.77M
|
+157,515
|
+36%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.9M
|
+$2.16M
|
+50,325
|
+10%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$23.5M
|
+$1.8M
|
+41,795
|
+8%
|
|
|
17
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.3M
|
-$1.59M
|
-37,088
|
-7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
+$2.75M
|
+63,994
|
+15%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$20.2M
|
+$3.62M
|
+84,195
|
+22%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$15.9M
|
+$480K
|
+11,183
|
+3%
|
|
|
21
|
Silicon Valley Capital Partners
San Jose,
California
|
$15.8M
|
+$15.5M
|
+360,766
|
New
|
|
|
22
|
TrueWealth Advisors
Birmingham,
Alabama
|
$15.8M
|
+$967K
|
+22,516
|
+7%
|
|
|
23
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$15.5M
|
+$1.29M
|
+30,098
|
+9%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.5M
|
+$3.26M
|
+75,778
|
+28%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$12.8M
|
+$1.07M
|
+24,966
|
+9%
|
|
