|
1
|
Bank of America
Charlotte,
North Carolina
|
$208M
|
+$2.66M
|
+38,876
|
+1%
|
|
|
2
|
|
$169M
|
+$6.28M
|
+91,879
|
+3%
|
|
|
3
|
Edge Capital Group
Atlanta,
Georgia
|
$74.3M
|
+$81.7M
|
+1,196,341
|
+59,549%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$64.5M
|
+$21.2M
|
+310,741
|
+43%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$62.9M
|
+$34.6M
|
+506,859
|
+100%
|
|
|
6
|
|
$61.8M
|
+$7.85M
|
+114,842
|
+13%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$51.2M
|
+$3.02M
|
+44,134
|
+6%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$44.1M
|
+$39.1K
|
+572
|
+0.1%
|
|
|
9
|
|
$42.8M
|
-$21.3M
|
-312,027
|
-31%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$41.4M
|
-$5.94M
|
-86,983
|
-12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$36.1M
|
-$5.18M
|
-75,828
|
-12%
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
$32.2M
|
-$971K
|
-14,217
|
-3%
|
|
|
13
|
Capital Advantage
Walnut Creek,
California
|
$29.9M
|
+$633K
|
+9,265
|
+2%
|
|
|
14
|
ESL Trust Services
Rochester,
New York
|
$29.9M
|
+$148K
|
+2,165
|
+0.5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.3M
|
-$3.5M
|
-51,179
|
-10%
|
|
|
16
|
American Financial Advisors
Marietta,
Georgia
|
$26.6M
|
+$588K
|
+8,609
|
+2%
|
|
|
17
|
Insight Wealth Strategies
San Ramon,
California
|
$24.1M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.2M
|
+$1.16M
|
+16,990
|
+6%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.1M
|
+$1.91M
|
+27,964
|
+10%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$18.1M
|
+$327K
|
+4,783
|
+2%
|
|
|
21
|
Boston Financial Management
Boston,
Massachusetts
|
$16.2M
|
+$949K
|
+13,892
|
+6%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
+$115K
|
+1,679
|
+0.7%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15M
|
+$1.22M
|
+17,837
|
+8%
|
|
|
24
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$14.6M
|
+$652K
|
+9,548
|
+4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.5M
|
-$3.05M
|
-44,601
|
-16%
|
|
