|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$54.8M
|
+$54.1M
|
+2,060,808
|
New
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.2M
|
-$482K
|
-18,367
|
-1%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$41.8M
|
-$26.9M
|
-1,023,552
|
-39%
|
|
|
29
|
Voya Financial Advisors
Windsor,
Connecticut
|
$41.6M
|
-$5.41M
|
-206,187
|
-12%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.3M
|
+$7.24M
|
+276,013
|
+22%
|
|
|
31
|
Raymond James Financial
St Petersburg,
Florida
|
$38.9M
|
-$26M
|
-991,606
|
-40%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.7M
|
-$59.7M
|
-2,275,374
|
-62%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$36.7M
|
+$8.26M
|
+314,683
|
+30%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$29.5M
|
-$774K
|
-29,494
|
-3%
|
|
|
35
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$29M
|
+$8.88M
|
+338,314
|
+45%
|
|
|
36
|
RFG Advisory
Birmingham,
Alabama
|
$28.7M
|
-$40M
|
-1,525,271
|
-59%
|
|
|
37
|
SoFi Wealth
San Francisco,
California
|
$28.1M
|
+$2.14M
|
+81,704
|
+8%
|
|
|
38
|
McMorgan & Co
San Francisco,
California
|
$27.3M
|
+$244K
|
+9,283
|
+0.9%
|
|
|
39
|
Ascent Group
Virginia Beach,
Virginia
|
$27.3M
|
+$12.4M
|
+473,882
|
+86%
|
|
|
40
|
Advisory Alpha
Holland,
Michigan
|
$26.9M
|
-$452K
|
-17,232
|
-2%
|
|
|
41
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$25.7M
|
+$1.82M
|
+69,242
|
+8%
|
|
|
42
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$24.4M
|
-$257K
|
-9,789
|
-1%
|
|
|
43
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$24.4M
|
+$5.63M
|
+214,520
|
+31%
|
|
|
44
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$22.6M
|
-$13.7M
|
-520,454
|
-38%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.2M
|
-$3.8M
|
-144,975
|
-15%
|
|
|
46
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$22M
|
+$6.32M
|
+240,818
|
+41%
|
|
|
47
|
GM Advisory Group
Melville,
New York
|
$20.2M
|
+$1.39M
|
+52,896
|
+7%
|
|
|
48
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20M
|
+$6.83M
|
+260,155
|
+53%
|
|
|
49
|
AE Wealth Management
Topeka,
Kansas
|
$19.8M
|
-$14.8M
|
-563,734
|
-43%
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$19.7M
|
+$2.2M
|
+83,965
|
+13%
|
|
