|
1
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
-$67.9M
|
-1,562,895
|
-37%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$64.5M
|
-$14M
|
-322,635
|
-18%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$58.1M
|
-$5.85M
|
-134,514
|
-9%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46.6M
|
+$1.44M
|
+33,231
|
+3%
|
|
|
5
|
SimpliFi Inc
San Diego,
California
|
$36.6M
|
+$2.07M
|
+47,742
|
+6%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$31.3M
|
+$1.78M
|
+41,030
|
+6%
|
|
|
7
|
Trilogy Capital
Irvine,
California
|
$27.1M
|
-$826K
|
-19,005
|
-3%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$24M
|
+$16M
|
+368,214
|
+194%
|
|
|
9
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$22.4M
|
-$12.6K
|
-290
|
-0.1%
|
|
|
10
|
Equitable Holdings
New York
|
$20.4M
|
-$857K
|
-19,714
|
-4%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$17.2M
|
+$463K
|
+10,648
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$2.21M
|
+50,929
|
+15%
|
|
|
13
|
|
$16.7M
|
-$10.2M
|
-234,322
|
-38%
|
|
|
14
|
|
$16.3M
|
+$7.79M
|
+179,223
|
+90%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$1.49M
|
+34,238
|
+14%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$10.2M
|
+$2M
|
+45,974
|
+24%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.81M
|
-$734K
|
-16,886
|
-9%
|
|
|
18
|
First Foundation Advisors
Irvine,
California
|
$6.49M
|
+$1.38M
|
+31,788
|
+27%
|
|
|
19
|
3D/L Capital Management
Hartford,
Connecticut
|
$5.54M
|
-$1.09M
|
-25,088
|
-16%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$5.32M
|
-$4.71M
|
-108,474
|
-47%
|
|
|
21
|
Symphony Financial
Houston,
Texas
|
$5.28M
|
+$5.34M
|
+122,812
|
New
|
|
|
22
|
KLR Investment Advisors
Providence,
Rhode Island
|
$5.03M
|
+$120K
|
+2,756
|
+2%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.52M
|
+$1.02M
|
+23,395
|
+29%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.36M
|
-$3.95M
|
-90,797
|
-47%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$3.96M
|
+$585K
|
+13,460
|
+17%
|
|
