|
1
|
LPL Financial
San Diego,
California
|
$50.1M
|
-$13.7M
|
-181,047
|
-21%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$46.7M
|
+$46.7M
|
+617,696
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$40M
|
+$3.49M
|
+46,193
|
+10%
|
|
|
4
|
|
$28.5M
|
+$9.17M
|
+121,358
|
+47%
|
|
|
5
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$21.9M
|
+$3.71M
|
+49,102
|
+20%
|
|
|
6
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$20.4M
|
+$7.2M
|
+95,222
|
+55%
|
|
|
7
|
RFP Financial Group
Atlanta,
Georgia
|
$19.8M
|
-$1.42M
|
-18,800
|
-7%
|
|
|
8
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$15.6M
|
-$3.66M
|
-48,380
|
-19%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$15.2M
|
+$4.76M
|
+62,963
|
+45%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$2.94M
|
+38,920
|
+25%
|
|
|
11
|
Zhang Financial
Portage,
Michigan
|
$10.7M
|
+$1.41M
|
+18,653
|
+15%
|
|
|
12
|
Hikari Power
Tokyo,
Japan
|
$10.4M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
+$1.76M
|
+23,354
|
+21%
|
|
|
14
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$8.09M
|
-$1.77M
|
-23,415
|
-18%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$7.78M
|
-$640K
|
-8,469
|
-8%
|
|
|
16
|
|
$5.49M
|
–
|
–
|
–
|
|
|
17
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$5.38M
|
-$484K
|
-6,400
|
-8%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$5.22M
|
+$1.24M
|
+16,360
|
+31%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.12M
|
+$3.81M
|
+50,448
|
+292%
|
|
|
20
|
Values First Advisors
Gray,
Tennessee
|
$4.3M
|
+$4.3M
|
+56,869
|
New
|
|
|
21
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$4.21M
|
+$273K
|
+3,612
|
+7%
|
|
|
22
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.67M
|
+$2.73M
|
+36,109
|
+291%
|
|
|
23
|
Keystone Wealth Services
Palm Desert,
California
|
$3.21M
|
-$307K
|
-4,059
|
-9%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$3.01M
|
+$1.32M
|
+17,532
|
+79%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.83M
|
+$278K
|
+3,681
|
+11%
|
|
