|
1
|
LPL Financial
San Diego,
California
|
$286M
|
+$29.7M
|
+298,947
|
+12%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$202M
|
+$35.8M
|
+360,183
|
+22%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
-$4.99M
|
-50,233
|
-3%
|
|
|
4
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$110M
|
+$529K
|
+5,323
|
+0.5%
|
|
|
5
|
Renaissance Technologies
New York
|
$95.4M
|
+$14.4M
|
+144,500
|
+18%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$85.2M
|
+$29.6M
|
+297,733
|
+53%
|
|
|
7
|
Bell Bank
Fargo,
North Dakota
|
$61.5M
|
-$815K
|
-8,206
|
-1%
|
|
|
8
|
Proficio Capital Partners
Newton,
Massachusetts
|
$60.5M
|
-$3.15M
|
-31,712
|
-5%
|
|
|
9
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$58.7M
|
+$8.15M
|
+82,062
|
+16%
|
|
|
10
|
Sargent Investment Group
Bethesda,
Maryland
|
$57.8M
|
+$2.89M
|
+29,118
|
+5%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$57.3M
|
-$23.3M
|
-234,775
|
-29%
|
|
|
12
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$49.1M
|
+$10.5M
|
+105,761
|
+27%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.9M
|
+$3.32M
|
+33,404
|
+8%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$42.5M
|
+$7.26M
|
+73,137
|
+21%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.9M
|
+$7.48M
|
+75,324
|
+23%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.1M
|
+$9.04M
|
+90,987
|
+30%
|
|
|
17
|
Pecaut & Co
Sioux City,
Iowa
|
$37.4M
|
+$939K
|
+9,450
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$37M
|
+$6.38M
|
+64,211
|
+21%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$27.3M
|
+$1.69M
|
+16,978
|
+7%
|
|
|
20
|
SoundView Advisors
Olympia,
Washington
|
$26.7M
|
+$1.07M
|
+10,727
|
+4%
|
|
|
21
|
CWA Asset Management Group
Naples,
Florida
|
$22.4M
|
-$245K
|
-2,462
|
-1%
|
|
|
22
|
Peak Asset Management
Louisville,
Colorado
|
$19.5M
|
+$425K
|
+4,279
|
+2%
|
|
|
23
|
|
$19.4M
|
+$8.73M
|
+87,870
|
+82%
|
|
|
24
|
One Day In July LLC
Burlington,
Vermont
|
$18.2M
|
+$6.1M
|
+61,427
|
+51%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.2M
|
-$19M
|
-190,813
|
-52%
|
|
