|
1
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
-$52.9M
|
-1,211,430
|
-30%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$56.1M
|
+$6.29M
|
+143,924
|
+12%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50.6M
|
+$1.97M
|
+45,095
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$47M
|
+$453K
|
+10,360
|
+1%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$46.8M
|
+$4.33M
|
+99,208
|
+10%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$40.4M
|
+$1.1M
|
+25,263
|
+3%
|
|
|
7
|
Trilogy Capital
Irvine,
California
|
$39.5M
|
+$2.24M
|
+51,188
|
+6%
|
|
|
8
|
SimpliFi Inc
San Diego,
California
|
$36.9M
|
+$467K
|
+10,683
|
+1%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$32.7M
|
+$1.59M
|
+36,335
|
+5%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$30.8M
|
-$1.11M
|
-25,480
|
-3%
|
|
|
11
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$25.9M
|
+$840K
|
+19,218
|
+3%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$22.9M
|
+$822K
|
+18,822
|
+4%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$20M
|
+$1.46M
|
+33,428
|
+8%
|
|
|
14
|
Symphony Financial
Houston,
Texas
|
$17.4M
|
+$1.44M
|
+32,974
|
+9%
|
|
|
15
|
|
$17.1M
|
+$6.02M
|
+137,873
|
+53%
|
|
|
16
|
|
$15.5M
|
-$45.9K
|
-1,050
|
-0.3%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$11.9M
|
+$2.3M
|
+52,601
|
+24%
|
|
|
18
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$11.1M
|
+$255K
|
+5,834
|
+2%
|
|
|
19
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$11M
|
+$795K
|
+18,186
|
+8%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$9.51M
|
+$9.69M
|
+221,687
|
New
|
|
|
21
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$9.06M
|
+$659K
|
+15,094
|
+8%
|
|
|
22
|
GSB Wealth Management
Guilford,
Connecticut
|
$8.85M
|
+$1.29M
|
+29,441
|
+17%
|
|
|
23
|
Insight Advisors
Newtown,
Pennsylvania
|
$8.25M
|
+$1.45M
|
+33,259
|
+21%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$6.67M
|
+$597K
|
+13,659
|
+10%
|
|
|
25
|
Defined Financial Planning
San Rafael,
California
|
$6.3M
|
+$6.42M
|
+146,873
|
New
|
|
