|
1
|
Bank of America
Charlotte,
North Carolina
|
$156M
|
+$43.9M
|
+442,323
|
+39%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$151M
|
+$14.3M
|
+144,297
|
+11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$129M
|
+$9.89M
|
+99,646
|
+8%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$97.8M
|
+$94.9M
|
+956,441
|
+3,525%
|
|
|
5
|
|
$80.1M
|
+$72.2M
|
+727,326
|
+930%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$74.3M
|
+$5.65M
|
+56,929
|
+8%
|
|
|
7
|
Proficio Capital Partners
Newton,
Massachusetts
|
$65M
|
+$11.6M
|
+116,816
|
+22%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$55.5M
|
-$6.3M
|
-63,489
|
-10%
|
|
|
9
|
Renaissance Technologies
New York
|
$49.5M
|
+$17.2M
|
+173,600
|
+53%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$48.3M
|
+$10.8M
|
+108,343
|
+29%
|
|
|
11
|
Advance Capital Management
Southfield,
Michigan
|
$45.6M
|
+$45.6M
|
+459,106
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.6M
|
+$12.6M
|
+126,930
|
+42%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$35.3M
|
+$26.2M
|
+264,114
|
+290%
|
|
|
14
|
Sargent Investment Group
Bethesda,
Maryland
|
$32.2M
|
+$10.9M
|
+109,973
|
+51%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$28.3M
|
+$1.59M
|
+15,985
|
+6%
|
|
|
16
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$25.2M
|
+$2.63M
|
+26,492
|
+12%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.7M
|
-$17M
|
-171,166
|
-42%
|
|
|
18
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$22.1M
|
-$384K
|
-3,868
|
-2%
|
|
|
19
|
Pecaut & Co
Sioux City,
Iowa
|
$21.9M
|
+$1.1M
|
+11,048
|
+5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.1M
|
+$1.69M
|
+17,070
|
+9%
|
|
|
21
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$18.9M
|
+$3.04M
|
+30,607
|
+19%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$18M
|
+$17.3M
|
+174,338
|
+2,803%
|
|
|
23
|
TMD Wealth Management
Scottsdale,
Arizona
|
$16.8M
|
-$24.8M
|
-250,287
|
-60%
|
|
|
24
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$16.5M
|
+$3.13M
|
+31,503
|
+23%
|
|
|
25
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$15.5M
|
-$2.54M
|
-25,630
|
-14%
|
|
