|
1
|
Bank of America
Charlotte,
North Carolina
|
$175M
|
+$3.7M
|
+86,358
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$52.3M
|
-$204K
|
-4,764
|
-0.4%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.6M
|
-$1.37M
|
-31,980
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.9M
|
+$3.9M
|
+91,068
|
+10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$38.9M
|
+$1.92M
|
+44,811
|
+5%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$37.3M
|
+$4.79M
|
+111,944
|
+15%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$36.1M
|
-$1.78M
|
-41,592
|
-5%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$32.3M
|
-$2.68M
|
-62,513
|
-8%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$32.1M
|
+$1.58M
|
+36,965
|
+5%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$29.7M
|
+$600K
|
+14,013
|
+2%
|
|
|
11
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$25M
|
-$751K
|
-17,542
|
-3%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$22.8M
|
-$783K
|
-18,275
|
-3%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$17.8M
|
+$723K
|
+16,874
|
+4%
|
|
|
14
|
Symphony Financial
Houston,
Texas
|
$14.5M
|
+$1.15M
|
+26,805
|
+9%
|
|
|
15
|
|
$14.2M
|
-$8.02M
|
-187,203
|
-36%
|
|
|
16
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$10.4M
|
+$648K
|
+15,139
|
+7%
|
|
|
17
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$9.37M
|
+$1.03M
|
+24,127
|
+12%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$9.35M
|
+$106K
|
+2,473
|
+1%
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$8.41M
|
+$236K
|
+5,516
|
+3%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$7.85M
|
+$319K
|
+7,455
|
+4%
|
|
|
21
|
GSB Wealth Management
Guilford,
Connecticut
|
$6.41M
|
+$1.26M
|
+29,368
|
+24%
|
|
|
22
|
Insight Advisors
Newtown,
Pennsylvania
|
$5.76M
|
+$2.12M
|
+49,407
|
+58%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.67M
|
+$316K
|
+7,383
|
+6%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$5.31M
|
-$147K
|
-3,430
|
-3%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$5.18M
|
+$437K
|
+10,197
|
+9%
|
|
