|
1
|
Bank of America
Charlotte,
North Carolina
|
$187M
|
+$76.6M
|
+1,801,007
|
+67%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$55.8M
|
-$6.45M
|
-151,696
|
-10%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$47.6M
|
-$8.61M
|
-202,531
|
-15%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46.8M
|
+$1.98M
|
+46,642
|
+4%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$43.4M
|
+$44.4M
|
+1,045,335
|
New
|
|
|
6
|
SimpliFi Inc
San Diego,
California
|
$35.8M
|
+$546K
|
+12,834
|
+2%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$31M
|
+$810K
|
+19,067
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$29.4M
|
+$18M
|
+423,488
|
+149%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$25.1M
|
-$937K
|
-22,048
|
-4%
|
|
|
10
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$23.6M
|
+$2.04M
|
+47,963
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
+$6.64M
|
+156,233
|
+40%
|
|
|
12
|
Equitable Holdings
New York
|
$21.4M
|
+$1.75M
|
+41,129
|
+9%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$17.3M
|
+$7.66M
|
+180,217
|
+76%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$17.2M
|
+$579K
|
+13,615
|
+3%
|
|
|
15
|
|
$16.4M
|
+$675K
|
+15,881
|
+4%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$10.8M
|
+$4.65M
|
+109,406
|
+73%
|
|
|
17
|
|
$9.61M
|
-$6.63M
|
-156,006
|
-40%
|
|
|
18
|
Symphony Financial
Houston,
Texas
|
$8.1M
|
+$3.12M
|
+73,468
|
+60%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.2M
|
-$324K
|
-7,626
|
-4%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.38M
|
+$2.07M
|
+48,673
|
+46%
|
|
|
21
|
KLR Investment Advisors
Providence,
Rhode Island
|
$4.93M
|
-$162K
|
-3,807
|
-3%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.45M
|
+$257K
|
+6,037
|
+6%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$4.33M
|
+$1.07M
|
+25,129
|
+32%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$4.19M
|
+$377K
|
+8,872
|
+10%
|
|
|
25
|
3D/L Capital Management
Hartford,
Connecticut
|
$4.09M
|
-$1.27M
|
-29,977
|
-23%
|
|
