|
1
|
Bank of America
Charlotte,
North Carolina
|
$432M
|
-$87.1M
|
-1,725,739
|
-17%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$262M
|
+$9.17M
|
+181,633
|
+4%
|
|
|
3
|
|
$217M
|
+$50M
|
+990,697
|
+30%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$180M
|
+$37.5M
|
+741,754
|
+26%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$171M
|
+$54.5M
|
+1,079,750
|
+47%
|
|
|
6
|
SPC Financial Inc
Rockville,
Maryland
|
$131M
|
+$124M
|
+2,459,518
|
+1,761%
|
|
|
7
|
Madison Asset Management
Madison,
Wisconsin
|
$109M
|
+$15.4M
|
+304,999
|
+17%
|
|
|
8
|
Steward Financial Group
Colleyville,
Texas
|
$106M
|
+$78.7M
|
+1,559,256
|
+288%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$99.7M
|
+$44.3M
|
+878,375
|
+80%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$92.5M
|
+$2.69M
|
+53,205
|
+3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$87.8M
|
+$39.4M
|
+780,383
|
+82%
|
|
|
12
|
BIP Wealth
Atlanta,
Georgia
|
$77.7M
|
+$77.6M
|
+1,536,685
|
New
|
|
|
13
|
MV Capital Management
Bethesda,
Maryland
|
$73.7M
|
-$21.2M
|
-419,336
|
-22%
|
|
|
14
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$70M
|
+$69.8M
|
+1,383,030
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$68.8M
|
+$14M
|
+277,557
|
+26%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$63.1M
|
+$5.51M
|
+109,062
|
+10%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$60M
|
+$2.28M
|
+45,071
|
+4%
|
|
|
18
|
WestEnd Advisors
Charlotte,
North Carolina
|
$56.4M
|
-$52.2M
|
-1,033,853
|
Closed
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$53.4M
|
+$53.3M
|
+1,055,844
|
New
|
|
|
20
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$52.8M
|
+$5.12M
|
+101,310
|
+11%
|
|
|
21
|
|
$52.6M
|
+$7.38M
|
+146,073
|
+16%
|
|
|
22
|
Wealthspire Advisors (New York)
New York
|
$52.2M
|
+$28.8M
|
+570,304
|
+123%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.7M
|
+$16.3M
|
+323,732
|
+65%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$41M
|
-$4.49M
|
-88,978
|
-10%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40.3M
|
+$40.2M
|
+795,234
|
+67,507%
|
|
