|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$136M
|
+$32.3M
|
+325,181
|
+31%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$119M
|
+$103K
|
+1,037
|
+0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
+$14.3M
|
+143,883
|
+15%
|
|
|
4
|
|
$76.4M
|
+$68M
|
+684,774
|
+820%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.6M
|
+$44.7M
|
+449,897
|
+187%
|
|
|
6
|
AJ Wealth Strategies
New York
|
$67.9M
|
+$1.52M
|
+15,347
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$61.6M
|
+$61.2M
|
+616,068
|
+18,221%
|
|
|
8
|
Proficio Capital Partners
Newton,
Massachusetts
|
$53.4M
|
+$53.4M
|
+537,331
|
New
|
|
|
9
|
RiverFront Investment Group
Richmond,
Virginia
|
$47.5M
|
+$47.4M
|
+477,789
|
New
|
|
|
10
|
TMD Wealth Management
Scottsdale,
Arizona
|
$41.7M
|
+$774K
|
+7,791
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.7M
|
+$14.9M
|
+149,668
|
+58%
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$37.5M
|
+$31M
|
+312,306
|
+480%
|
|
|
13
|
Renaissance Technologies
New York
|
$32.3M
|
+$2.56M
|
+25,800
|
+9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$30M
|
+$28.3M
|
+285,183
|
+1,717%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$26.7M
|
+$26.6M
|
+268,367
|
New
|
|
|
16
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$22.6M
|
+$22.6M
|
+227,395
|
New
|
|
|
17
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$22.5M
|
-$433K
|
-4,357
|
-2%
|
|
|
18
|
Sargent Investment Group
Bethesda,
Maryland
|
$21.3M
|
+$5.09M
|
+51,219
|
+31%
|
|
|
19
|
Pecaut & Co
Sioux City,
Iowa
|
$20.8M
|
+$20.8M
|
+209,471
|
New
|
|
|
20
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$19.9M
|
+$1.89M
|
+19,019
|
+11%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
+$2.72M
|
+27,399
|
+16%
|
|
|
22
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$18.1M
|
-$1.09M
|
-10,947
|
-6%
|
|
|
23
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$15.9M
|
+$764K
|
+7,694
|
+5%
|
|
|
24
|
Epoch Investment Partners
New York
|
$14.9M
|
+$9.98M
|
+100,529
|
+205%
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$14.4M
|
+$797K
|
+8,025
|
+6%
|
|
