|
1
|
Bank of America
Charlotte,
North Carolina
|
$196M
|
+$40.3M
|
+405,834
|
+26%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$172M
|
+$22M
|
+221,777
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$148M
|
+$19.7M
|
+198,668
|
+15%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$116M
|
+$18.6M
|
+187,081
|
+19%
|
|
|
5
|
Renaissance Technologies
New York
|
$74.3M
|
+$25M
|
+251,500
|
+50%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$73M
|
-$1.03M
|
-10,353
|
-1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$65.9M
|
+$11.4M
|
+115,333
|
+21%
|
|
|
8
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$62.3M
|
+$14.2M
|
+142,657
|
+29%
|
|
|
9
|
Fortis Group Advisors
Westwood,
New Jersey
|
$60.2M
|
+$59.9M
|
+604,176
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.7M
|
+$17.2M
|
+173,517
|
+40%
|
|
|
11
|
Proficio Capital Partners
Newton,
Massachusetts
|
$56.3M
|
-$8.57M
|
-86,405
|
-13%
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$44.7M
|
+$9.53M
|
+96,012
|
+27%
|
|
|
13
|
Sargent Investment Group
Bethesda,
Maryland
|
$38.8M
|
+$6.69M
|
+67,403
|
+21%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.9M
|
+$11.3M
|
+114,087
|
+48%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$30.5M
|
+$2.31M
|
+23,289
|
+8%
|
|
|
16
|
CWA Asset Management Group
Naples,
Florida
|
$24.7M
|
+$10.9M
|
+110,096
|
+79%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24M
|
+$3.03M
|
+30,515
|
+14%
|
|
|
18
|
Pecaut & Co
Sioux City,
Iowa
|
$22.3M
|
+$434K
|
+4,373
|
+2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.1M
|
+$8.47M
|
+85,395
|
+62%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$20.6M
|
+$12.9M
|
+130,465
|
+168%
|
|
|
21
|
Epoch Investment Partners
New York
|
$20.2M
|
+$6.78M
|
+68,333
|
+50%
|
|
|
22
|
Altiora Financial Group
Lebanon,
Ohio
|
$20.1M
|
+$7.61M
|
+76,747
|
+61%
|
|
|
23
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$19.7M
|
-$2.41M
|
-24,278
|
-11%
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$19.1M
|
+$17.4M
|
+175,591
|
+1,055%
|
|
|
25
|
Napa Wealth Management
Napa,
California
|
$19M
|
+$19M
|
+191,649
|
New
|
|
