|
1
|
LPL Financial
San Diego,
California
|
$148M
|
+$7.42M
|
+308,074
|
+5%
|
|
|
2
|
|
$117M
|
+$25.7M
|
+1,066,261
|
+29%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$66.6M
|
+2,767,863
|
+166%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$66.9M
|
+$22.3M
|
+926,705
|
+52%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$59.2M
|
+$7.47M
|
+310,317
|
+15%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.4M
|
+$4.91M
|
+203,715
|
+11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.8M
|
+$12.1M
|
+501,386
|
+39%
|
|
|
8
|
Tolleson Wealth Management
Dallas,
Texas
|
$33.6M
|
+$26.1M
|
+1,084,577
|
+397%
|
|
|
9
|
Larson Financial Group
St Louis,
Missouri
|
$26.9M
|
-$759K
|
-31,507
|
-3%
|
|
|
10
|
Csenge Advisory Group
Clearwater,
Florida
|
$26.7M
|
+$673K
|
+27,940
|
+3%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$25.7M
|
+$9.48M
|
+393,837
|
+61%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.4M
|
+$4.66M
|
+193,534
|
+24%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$24.4M
|
+$23.7M
|
+985,133
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.9M
|
-$77.2K
|
-3,204
|
-0.3%
|
|
|
15
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$21.9M
|
+$7.46M
|
+309,635
|
+54%
|
|
|
16
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$20.9M
|
-$5.54M
|
-230,215
|
-21%
|
|
|
17
|
EdgeRock Capital
Denver,
Colorado
|
$20.7M
|
+$20.2M
|
+839,368
|
New
|
|
|
18
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$20.2M
|
-$5.42M
|
-225,276
|
-22%
|
|
|
19
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$19.4M
|
+$3.81M
|
+158,279
|
+25%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.4M
|
+$1.93M
|
+80,264
|
+13%
|
|
|
21
|
Bensler
Bellevue,
Washington
|
$17.3M
|
+$874K
|
+36,289
|
+5%
|
|
|
22
|
TruWealth Advisors
Metairie,
Louisiana
|
$16.5M
|
+$6.51M
|
+270,493
|
+68%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$16.1M
|
-$448K
|
-18,595
|
-3%
|
|
|
24
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$15.8M
|
+$4.93M
|
+204,873
|
+47%
|
|
|
25
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$15.5M
|
+$199K
|
+8,282
|
+1%
|
|
