|
1
|
UBS Group
Zurich,
Switzerland
|
$180M
|
+$70.6M
|
+2,870,007
|
+65%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$173M
|
+$25.5M
|
+1,034,520
|
+17%
|
|
|
3
|
|
$140M
|
+$23.3M
|
+945,850
|
+20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$81.5M
|
+$15M
|
+607,872
|
+22%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$66.2M
|
+$7.34M
|
+298,446
|
+12%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.6M
|
+$8.48M
|
+344,841
|
+17%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$51M
|
+$7.44M
|
+302,257
|
+17%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.3M
|
+$13.5M
|
+548,375
|
+59%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$31.4M
|
+$5.87M
|
+238,659
|
+23%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.2M
|
+$11.9M
|
+482,281
|
+68%
|
|
|
11
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$28.5M
|
+$12.5M
|
+508,908
|
+78%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$28.1M
|
+$6.34M
|
+257,559
|
+29%
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
$27.8M
|
+$1.3M
|
+52,991
|
+5%
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$25.4M
|
-$1.34M
|
-54,525
|
-5%
|
|
|
15
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$25.1M
|
+$25.1M
|
+1,020,103
|
+52,992%
|
|
|
16
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$22.9M
|
+$2.1M
|
+85,266
|
+10%
|
|
|
17
|
EdgeRock Capital
Denver,
Colorado
|
$20.8M
|
+$195K
|
+7,936
|
+0.9%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.7M
|
-$4.56M
|
-185,435
|
-19%
|
|
|
19
|
Bensler
Bellevue,
Washington
|
$18.6M
|
+$1.41M
|
+57,263
|
+8%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.5M
|
+$10.9M
|
+442,101
|
+144%
|
|
|
21
|
TruWealth Advisors
Metairie,
Louisiana
|
$16.7M
|
+$352K
|
+14,324
|
+2%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$15.9M
|
+$1.05M
|
+42,842
|
+7%
|
|
|
23
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$15.8M
|
-$43K
|
-1,748
|
-0.3%
|
|
|
24
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$15.6M
|
+$235K
|
+9,540
|
+2%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$15.6M
|
+$5.75M
|
+233,858
|
+59%
|
|
