|
1
|
LPL Financial
San Diego,
California
|
$195M
|
+$30.7M
|
+309,915
|
+19%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$161M
|
-$6.1M
|
-61,520
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$29.4M
|
-296,363
|
-16%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$78.8M
|
+$41M
|
+413,758
|
+109%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.9M
|
-$3.56M
|
-35,883
|
-5%
|
|
|
6
|
Renaissance Technologies
New York
|
$73.4M
|
-$89.3K
|
-900
|
-0.1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$59M
|
+$11.4M
|
+114,757
|
+24%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$58.9M
|
+$7.19M
|
+72,457
|
+14%
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$53.4M
|
+$22.7M
|
+228,654
|
+74%
|
|
|
10
|
Sargent Investment Group
Bethesda,
Maryland
|
$48.3M
|
+$3.34M
|
+33,683
|
+7%
|
|
|
11
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$41.1M
|
+$41M
|
+413,344
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.8M
|
+$11.5M
|
+115,558
|
+44%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33M
|
-$5.28M
|
-53,225
|
-14%
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$31.1M
|
+$1.82M
|
+18,387
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.1M
|
-$8.52M
|
-85,931
|
-22%
|
|
|
16
|
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
$24.5M
|
+$24.4M
|
+246,344
|
New
|
|
|
17
|
Pecaut & Co
Sioux City,
Iowa
|
$24.3M
|
-$69.2K
|
-698
|
-0.3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$22.8M
|
+$17.8M
|
+179,341
|
+356%
|
|
|
19
|
Epoch Investment Partners
New York
|
$20.4M
|
+$2.96M
|
+29,818
|
+17%
|
|
|
20
|
TMD Wealth Management
Scottsdale,
Arizona
|
$19M
|
+$141K
|
+1,418
|
+0.7%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.7M
|
+$2.24M
|
+22,625
|
+14%
|
|
|
22
|
Fortis Group Advisors
Westwood,
New Jersey
|
$18M
|
-$9.21M
|
-92,841
|
-34%
|
|
|
23
|
NDWM LLC
La Jolla,
California
|
$17.7M
|
-$545K
|
-5,497
|
-3%
|
|
|
24
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$17M
|
+$4.2M
|
+42,319
|
+33%
|
|
|
25
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$16.8M
|
-$1.4M
|
-14,105
|
-8%
|
|
