|
1
|
LPL Financial
San Diego,
California
|
$224M
|
+$28.1M
|
+283,463
|
+14%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$167M
|
+$5.46M
|
+55,014
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
-$4.34M
|
-43,751
|
-3%
|
|
|
4
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$119M
|
+$77.2M
|
+777,222
|
+188%
|
|
|
5
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$79.9M
|
+$880K
|
+8,858
|
+1%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$79.4M
|
+$5.32M
|
+53,607
|
+7%
|
|
|
7
|
Renaissance Technologies
New York
|
$74.2M
|
+$685K
|
+6,900
|
+0.9%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$61.8M
|
+$2.78M
|
+28,008
|
+5%
|
|
|
9
|
Sargent Investment Group
Bethesda,
Maryland
|
$54.6M
|
+$6.16M
|
+62,035
|
+13%
|
|
|
10
|
Proficio Capital Partners
Newton,
Massachusetts
|
$53.7M
|
+$169K
|
+1,707
|
+0.3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$50.5M
|
-$8.72M
|
-87,804
|
-15%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.3M
|
+$419K
|
+4,223
|
+1%
|
|
|
13
|
Bell Bank
Fargo,
North Dakota
|
$37M
|
+$35.5M
|
+357,979
|
+2,692%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$36.2M
|
+$22.6M
|
+227,567
|
+167%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.6M
|
+$1.49M
|
+15,002
|
+5%
|
|
|
16
|
Pecaut & Co
Sioux City,
Iowa
|
$33.1M
|
+$8.74M
|
+87,999
|
+36%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.3M
|
+$2.15M
|
+21,692
|
+7%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$31.4M
|
+$312K
|
+3,138
|
+1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
+$13.1M
|
+131,545
|
+90%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
+$1.98M
|
+19,951
|
+9%
|
|
|
21
|
CWA Asset Management Group
Naples,
Florida
|
$22.4M
|
+$22.3M
|
+224,996
|
New
|
|
|
22
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$20.1M
|
+$20M
|
+201,609
|
New
|
|
|
23
|
NDWM LLC
La Jolla,
California
|
$18.4M
|
+$643K
|
+6,472
|
+4%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.8M
|
-$859K
|
-8,651
|
-5%
|
|
|
25
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$17.1M
|
+$745K
|
+7,501
|
+5%
|
|
