|
1
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
+$73.3M
|
+1,684,546
|
+65%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$79.5M
|
+$813K
|
+18,686
|
+1%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$64.8M
|
-$16.7M
|
-384,120
|
-21%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$45.8M
|
+$6.31M
|
+145,048
|
+16%
|
|
|
5
|
SimpliFi Inc
San Diego,
California
|
$35M
|
-$6.95M
|
-159,765
|
-17%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$30M
|
-$716K
|
-16,463
|
-2%
|
|
|
7
|
Trilogy Capital
Irvine,
California
|
$28.2M
|
-$542K
|
-12,455
|
-2%
|
|
|
8
|
|
$27.2M
|
+$18M
|
+413,471
|
+199%
|
|
|
9
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$22.7M
|
+$1.2M
|
+27,501
|
+6%
|
|
|
10
|
Equitable Holdings
New York
|
$21.5M
|
+$3.43M
|
+78,925
|
+19%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$17M
|
+$2.48M
|
+56,934
|
+17%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$15M
|
+$1.9M
|
+43,747
|
+15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$3.72M
|
+85,511
|
+52%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$10.1M
|
-$881K
|
-20,250
|
-8%
|
|
|
15
|
|
$8.72M
|
+$1.47M
|
+33,700
|
+20%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.65M
|
-$427K
|
-9,807
|
-5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.39M
|
-$2.89M
|
-66,522
|
-26%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$8.36M
|
+$1.72M
|
+39,631
|
+26%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$8.28M
|
+$7.5M
|
+172,412
|
+1,004%
|
|
|
20
|
3D/L Capital Management
Hartford,
Connecticut
|
$6.71M
|
+$2.59M
|
+59,567
|
+63%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$5.19M
|
+$1.23M
|
+28,246
|
+31%
|
|
|
22
|
KLR Investment Advisors
Providence,
Rhode Island
|
$4.98M
|
+$244K
|
+5,620
|
+5%
|
|
|
23
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$3.77M
|
+$30.5K
|
+700
|
+0.8%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$3.62M
|
+$204K
|
+4,682
|
+6%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.56M
|
+$333K
|
+7,644
|
+10%
|
|
