|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
+$28.3M
|
+374,548
|
+124,849%
|
|
|
2
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$23.4M
|
+$1.15M
|
+15,240
|
+5%
|
|
|
3
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$13.3M
|
+$12.3M
|
+162,445
|
+1,258%
|
|
|
4
|
|
$8.64M
|
+$8.62M
|
+114,188
|
New
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
$4.01M
|
+$3.07M
|
+40,660
|
+329%
|
|
|
6
|
Crown Wealth Group
Charlotte,
North Carolina
|
$3.71M
|
+$3.71M
|
+49,092
|
New
|
|
|
7
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.44M
|
+$1.92M
|
+25,483
|
+117%
|
|
|
8
|
|
$3.27M
|
-$1.02M
|
-13,508
|
-24%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$2.12M
|
+$2.11M
|
+28,000
|
New
|
|
|
10
|
North Capital
Salt Lake City,
Utah
|
$1.98M
|
+$75
|
+1
|
+0%
|
|
|
11
|
Boston Family Office
Boston,
Massachusetts
|
$1.92M
|
+$433K
|
+5,735
|
+29%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.77M
|
+$767K
|
+10,160
|
+77%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.7M
|
+$1.7M
|
+22,514
|
New
|
|
|
14
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$1.65M
|
+$798K
|
+10,573
|
+94%
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$1.59M
|
+$452K
|
+5,993
|
+40%
|
|
|
16
|
Burling Wealth Partners
Chicago,
Illinois
|
$1.51M
|
+$1.24M
|
+16,467
|
+476%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.46M
|
+$1.27M
|
+16,842
|
+697%
|
|
|
18
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.23M
|
+$40.7K
|
+539
|
+3%
|
|
|
19
|
Sierra Capital
Miami,
Florida
|
$1.23M
|
–
|
–
|
–
|
|
|
20
|
Planning Center Inc
Moline,
Illinois
|
$1.13M
|
+$663K
|
+8,776
|
+143%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
-$1.32M
|
-17,489
|
-55%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.02M
|
+$1.02M
|
+13,480
|
New
|
|
|
23
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1M
|
+$1,000K
|
+13,244
|
New
|
|
|
24
|
Orser Capital Management
Southlake,
Texas
|
$1M
|
+$614K
|
+8,130
|
+159%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$936K
|
+$836K
|
+11,069
|
+851%
|
|
