|
1
|
Bank of America
Charlotte,
North Carolina
|
$32.6M
|
+$4.27M
|
+56,591
|
+15%
|
|
|
2
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$19.2M
|
-$4.18M
|
-55,388
|
-18%
|
|
|
3
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$15.6M
|
+$2.35M
|
+31,179
|
+18%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$12M
|
+$10.3M
|
+136,978
|
+608%
|
|
|
5
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$10.4M
|
+$6.88M
|
+91,105
|
+193%
|
|
|
6
|
|
$9.29M
|
+$671K
|
+8,881
|
+8%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$7.95M
|
+$3.96M
|
+52,405
|
+99%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.35M
|
+$3.9M
|
+51,626
|
+268%
|
|
|
9
|
Crown Wealth Group
Charlotte,
North Carolina
|
$4.99M
|
+$1.28M
|
+16,974
|
+35%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.67M
|
+$3.74M
|
+49,456
|
+400%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$3.34M
|
+$2.32M
|
+30,750
|
+228%
|
|
|
12
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$2.67M
|
+$1.02M
|
+13,547
|
+62%
|
|
|
13
|
Planning Center Inc
Moline,
Illinois
|
$2.28M
|
+$1.16M
|
+15,309
|
+103%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$2.21M
|
+$99.1K
|
+1,312
|
+5%
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$2.18M
|
+$592K
|
+7,833
|
+37%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$2.12M
|
+$2.12M
|
+28,049
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.09M
|
+$326K
|
+4,315
|
+18%
|
|
|
18
|
Boston Family Office
Boston,
Massachusetts
|
$2.04M
|
+$132K
|
+1,742
|
+7%
|
|
|
19
|
Burling Wealth Partners
Chicago,
Illinois
|
$2.04M
|
+$537K
|
+7,110
|
+36%
|
|
|
20
|
North Capital
Salt Lake City,
Utah
|
$1.89M
|
-$88.8K
|
-1,176
|
-4%
|
|
|
21
|
Zhang Financial
Portage,
Michigan
|
$1.61M
|
+$1.62M
|
+21,399
|
New
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.58M
|
+$1.58M
|
+20,974
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.55M
|
+$1.55M
|
+20,522
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
+$177K
|
+2,349
|
+16%
|
|
|
25
|
Sierra Capital
Miami,
Florida
|
$1.26M
|
+$36.6K
|
+485
|
+3%
|
|
