|
1
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
-$35.5M
|
-842,469
|
-19%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$63.2M
|
+$3.85M
|
+91,179
|
+7%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50.1M
|
+$426K
|
+10,099
|
+0.9%
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$38.1M
|
-$11.9M
|
-281,267
|
-25%
|
|
|
5
|
SimpliFi Inc
San Diego,
California
|
$35.8M
|
–
|
–
|
–
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.2M
|
-$12.3M
|
-291,730
|
-28%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$32.9M
|
+$1.73M
|
+41,083
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.8M
|
+$7.19M
|
+170,366
|
+31%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$31.7M
|
-$667K
|
-15,824
|
-2%
|
|
|
10
|
Trilogy Capital
Irvine,
California
|
$30.7M
|
+$3.88M
|
+91,878
|
+15%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$24.8M
|
+$6.13M
|
+145,239
|
+35%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$24.7M
|
+$6.14M
|
+145,601
|
+35%
|
|
|
13
|
Equitable Holdings
New York
|
$24.6M
|
+$1.83M
|
+43,444
|
+8%
|
|
|
14
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$23.7M
|
-$1.27M
|
-30,079
|
-5%
|
|
|
15
|
|
$18.5M
|
+$1.11M
|
+26,401
|
+7%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$12.3M
|
+$861K
|
+20,419
|
+8%
|
|
|
17
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$11.7M
|
+$11.2M
|
+266,564
|
New
|
|
|
18
|
Symphony Financial
Houston,
Texas
|
$11.6M
|
+$2.95M
|
+69,978
|
+36%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.57M
|
-$64.5K
|
-1,529
|
-0.9%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$6.75M
|
+$2.91M
|
+68,926
|
+82%
|
|
|
21
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$6.57M
|
+$6.29M
|
+149,093
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.42M
|
-$328K
|
-7,777
|
-5%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.09M
|
+$5.84M
|
+138,379
|
New
|
|
|
24
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$5.73M
|
+$2.64M
|
+62,563
|
+93%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.05M
|
+$314K
|
+7,451
|
+7%
|
|
