|
1
|
LPL Financial
San Diego,
California
|
$361M
|
+$35.2M
|
+354,545
|
+11%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$214M
|
+$27.4M
|
+275,464
|
+15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
+$3.01M
|
+30,265
|
+2%
|
|
|
4
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$118M
|
+$7.78M
|
+78,311
|
+7%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
-$9.47M
|
-95,391
|
-8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$61.6M
|
+$16.9M
|
+170,297
|
+38%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.1M
|
+$9.89M
|
+99,549
|
+23%
|
|
|
8
|
Sargent Investment Group
Bethesda,
Maryland
|
$52.1M
|
-$7.66M
|
-77,082
|
-13%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$51.1M
|
+$33.8M
|
+340,349
|
+197%
|
|
|
10
|
Bell Bank
Fargo,
North Dakota
|
$50M
|
-$2.72M
|
-27,436
|
-5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49M
|
+$429K
|
+4,315
|
+0.9%
|
|
|
12
|
Pecaut & Co
Sioux City,
Iowa
|
$43M
|
+$5.54M
|
+55,790
|
+15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$42.6M
|
+$2.52M
|
+25,356
|
+6%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$42M
|
-$3.63M
|
-36,525
|
-8%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.6M
|
-$5.51M
|
-55,429
|
-12%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.7M
|
-$7.88M
|
-79,296
|
-17%
|
|
|
17
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$36.1M
|
+$6.53M
|
+65,760
|
+22%
|
|
|
18
|
One Day In July LLC
Burlington,
Vermont
|
$32.8M
|
+$7.17M
|
+72,177
|
+28%
|
|
|
19
|
AQR Capital Management
Greenwich,
Connecticut
|
$30.6M
|
+$7.79M
|
+78,462
|
+34%
|
|
|
20
|
|
$28.2M
|
+$3.29M
|
+33,146
|
+13%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$25.8M
|
-$650K
|
-6,545
|
-2%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$24.5M
|
+$6.46M
|
+65,090
|
+36%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$22.9M
|
+$1.34M
|
+13,489
|
+6%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.8M
|
+$16.9K
|
+170
|
+0.1%
|
|
|
25
|
Running Point Capital Advisors
El Segundo,
California
|
$21.8M
|
-$3.61M
|
-36,300
|
-14%
|
|
