|
26
|
UBS Group
Zurich,
Switzerland
|
$70.7M
|
-$8.38M
|
-314,596
|
-11%
|
|
|
27
|
Congress Wealth Management
Boston,
Massachusetts
|
$67.3M
|
-$1.04M
|
-38,895
|
-2%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$67.2M
|
+$6.09M
|
+228,600
|
+10%
|
|
|
29
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$67.2M
|
+$5.08M
|
+190,800
|
+8%
|
|
|
30
|
TownSquare Capital
Provo,
Utah
|
$67M
|
+$2.08M
|
+78,163
|
+3%
|
|
|
31
|
Raymond James Financial
St Petersburg,
Florida
|
$66.9M
|
-$16.5M
|
-619,552
|
-20%
|
|
|
32
|
One Day In July LLC
Burlington,
Vermont
|
$61.2M
|
+$6.22M
|
+233,270
|
+12%
|
|
|
33
|
Voya Financial Advisors
Windsor,
Connecticut
|
$48.4M
|
-$961K
|
-36,062
|
-2%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.8M
|
+$13.1M
|
+490,637
|
+43%
|
|
|
35
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$37.3M
|
+$9.95M
|
+373,414
|
+37%
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$35.7M
|
+$726K
|
+27,257
|
+2%
|
|
|
37
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$34.3M
|
–
|
–
|
–
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.6M
|
-$22M
|
-826,967
|
-40%
|
|
|
39
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$32.7M
|
+$455K
|
+17,075
|
+1%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$31.1M
|
+$12.4M
|
+465,283
|
+69%
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
-$4.59M
|
-172,404
|
-14%
|
|
|
42
|
Advisory Alpha
Holland,
Michigan
|
$28M
|
+$1.05M
|
+39,436
|
+4%
|
|
|
43
|
McMorgan & Co
San Francisco,
California
|
$27.8M
|
+$8.82M
|
+331,048
|
+48%
|
|
|
44
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.1M
|
-$531K
|
-19,938
|
-2%
|
|
|
45
|
SoFi Wealth
San Francisco,
California
|
$26.6M
|
+$25.3M
|
+950,244
|
+3,631%
|
|
|
46
|
Checchi Capital Advisers
Beverly Hills,
California
|
$25.4M
|
+$1.74M
|
+65,446
|
+8%
|
|
|
47
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$25.3M
|
+$283K
|
+10,604
|
+1%
|
|
|
48
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$24.5M
|
-$47.7K
|
-1,789
|
-0.2%
|
|
|
49
|
Principal Securities
Des Moines,
Iowa
|
$24.4M
|
–
|
–
|
–
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.2M
|
+$6.08M
|
+228,043
|
+37%
|
|
