|
1
|
LPL Financial
San Diego,
California
|
$63.8M
|
+$51.7M
|
+684,209
|
+429%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$36.5M
|
+$3.84M
|
+50,822
|
+12%
|
|
|
3
|
RFP Financial Group
Atlanta,
Georgia
|
$21.2M
|
+$21.2M
|
+280,450
|
New
|
|
|
4
|
|
$19.3M
|
+$10M
|
+132,601
|
+108%
|
|
|
5
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$19.3M
|
+$101K
|
+1,342
|
+0.5%
|
|
|
6
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$18.2M
|
+$2.58M
|
+34,107
|
+17%
|
|
|
7
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$13.2M
|
+$13.2M
|
+174,037
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
+$6.29M
|
+83,284
|
+117%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$10.5M
|
+$7.13M
|
+94,313
|
+213%
|
|
|
10
|
Hikari Power
Tokyo,
Japan
|
$10.4M
|
+$10.3M
|
+136,950
|
New
|
|
|
11
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$9.87M
|
-$588K
|
-7,778
|
-6%
|
|
|
12
|
Zhang Financial
Portage,
Michigan
|
$9.28M
|
+$7.65M
|
+101,253
|
+473%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$8.4M
|
+$448K
|
+5,923
|
+6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.3M
|
+$3.62M
|
+47,925
|
+78%
|
|
|
15
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$5.87M
|
+$5.02M
|
+66,460
|
+599%
|
|
|
16
|
|
$5.49M
|
+$5.49M
|
+72,598
|
New
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$3.98M
|
+$1.86M
|
+24,570
|
+88%
|
|
|
18
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$3.93M
|
+$1.26M
|
+16,677
|
+47%
|
|
|
19
|
|
$3.81M
|
+$3.41M
|
+45,073
|
+846%
|
|
|
20
|
Keystone Wealth Services
Palm Desert,
California
|
$3.52M
|
+$1.33M
|
+17,630
|
+61%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.55M
|
+$1.88M
|
+24,906
|
+285%
|
|
|
22
|
Boston Family Office
Boston,
Massachusetts
|
$2.27M
|
+$223K
|
+2,948
|
+11%
|
|
|
23
|
North Capital
Salt Lake City,
Utah
|
$2.12M
|
+$228K
|
+3,016
|
+12%
|
|
|
24
|
Steele Capital Management
Dubuque,
Iowa
|
$1.97M
|
+$1.97M
|
+26,026
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$1.87M
|
-$345K
|
-4,563
|
-16%
|
|
