|
1
|
LPL Financial
San Diego,
California
|
$326M
|
+$40.4M
|
+406,464
|
+14%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$187M
|
-$15.1M
|
-151,650
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$139M
|
-$2.38M
|
-23,992
|
-2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$113M
|
+$27.4M
|
+276,283
|
+32%
|
|
|
5
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$110M
|
+$34K
|
+342
|
+0%
|
|
|
6
|
Sargent Investment Group
Bethesda,
Maryland
|
$59.5M
|
+$1.92M
|
+19,299
|
+3%
|
|
|
7
|
Bell Bank
Fargo,
North Dakota
|
$52.7M
|
-$8.73M
|
-87,886
|
-14%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.5M
|
+$9.48M
|
+95,454
|
+24%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.5M
|
+$7.67M
|
+77,298
|
+19%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.1M
|
+$1.2M
|
+12,124
|
+3%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$45.6M
|
+$3.1M
|
+31,270
|
+7%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$44.6M
|
+$17.3M
|
+174,287
|
+64%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.1M
|
-$14.1M
|
-141,782
|
-25%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$40.1M
|
+$3.09M
|
+31,166
|
+8%
|
|
|
15
|
Pecaut & Co
Sioux City,
Iowa
|
$37.5M
|
+$51.9K
|
+523
|
+0.1%
|
|
|
16
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$29.6M
|
-$19.4M
|
-195,734
|
-40%
|
|
|
17
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$29.3M
|
-$29.3M
|
-295,525
|
-50%
|
|
|
18
|
SoundView Advisors
Olympia,
Washington
|
$27.3M
|
+$628K
|
+6,323
|
+2%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$26.5M
|
+$10.1M
|
+101,783
|
+62%
|
|
|
20
|
One Day In July LLC
Burlington,
Vermont
|
$25.6M
|
+$7.43M
|
+74,821
|
+41%
|
|
|
21
|
Running Point Capital Advisors
El Segundo,
California
|
$25.4M
|
+$11.9M
|
+119,630
|
+88%
|
|
|
22
|
|
$24.9M
|
+$5.54M
|
+55,750
|
+29%
|
|
|
23
|
AQR Capital Management
Greenwich,
Connecticut
|
$22.8M
|
+$9.58M
|
+96,485
|
+73%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.7M
|
+$4.51M
|
+45,408
|
+26%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$21.6M
|
+$7.91M
|
+79,689
|
+58%
|
|
