|
1
|
|
$262M
|
+$70.2M
|
+1,041,918
|
+38%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$205M
|
-$27.8M
|
-412,069
|
-12%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$91M
|
+$18M
|
+266,318
|
+26%
|
|
|
4
|
Edge Capital Group
Atlanta,
Georgia
|
$85.3M
|
+$1.84M
|
+27,323
|
+2%
|
|
|
5
|
|
$78.6M
|
+$8.86M
|
+131,362
|
+13%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$63.1M
|
-$7.25M
|
-107,501
|
-11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$62.7M
|
+$5.09M
|
+75,467
|
+9%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$53.7M
|
+$4.07M
|
+60,425
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$49.7M
|
+$3.06M
|
+45,385
|
+7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$43.2M
|
+$2.55M
|
+37,791
|
+6%
|
|
|
11
|
Tanglewood Wealth Management
Houston,
Texas
|
$35.3M
|
-$829K
|
-12,294
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.2M
|
+$3.33M
|
+49,449
|
+11%
|
|
|
13
|
ESL Trust Services
Rochester,
New York
|
$33.6M
|
+$100K
|
+1,483
|
+0.3%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.2M
|
+$14.5M
|
+214,383
|
+92%
|
|
|
15
|
Capital Advantage
Walnut Creek,
California
|
$30.5M
|
-$2.97M
|
-44,058
|
-9%
|
|
|
16
|
American Financial Advisors
Marietta,
Georgia
|
$30.1M
|
+$177K
|
+2,629
|
+0.6%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$28.8M
|
+$16.3M
|
+241,573
|
+141%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.2M
|
+$1.68M
|
+24,948
|
+8%
|
|
|
19
|
Insight Wealth Strategies
San Ramon,
California
|
$23M
|
-$1.38M
|
-20,427
|
-6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.9M
|
+$1.3M
|
+19,280
|
+6%
|
|
|
21
|
|
$20.8M
|
-$26.3M
|
-390,557
|
-57%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
+$2.05M
|
+30,419
|
+12%
|
|
|
23
|
Boston Financial Management
Boston,
Massachusetts
|
$19.1M
|
+$852K
|
+12,641
|
+5%
|
|
|
24
|
VeraBank
Henderson,
Texas
|
$18.4M
|
+$17.8M
|
+264,374
|
New
|
|
|
25
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$17.3M
|
+$853K
|
+12,649
|
+5%
|
|
