|
1
|
LPL Financial
San Diego,
California
|
$366M
|
+$8.91M
|
+89,683
|
+2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$201M
|
-$3.77M
|
-37,965
|
-2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$141M
|
+$38M
|
+382,710
|
+37%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
-$1.71M
|
-17,193
|
-1%
|
|
|
5
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$125M
|
+$25M
|
+251,445
|
+25%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$63.5M
|
-$39.4K
|
-397
|
-0.1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$60.1M
|
-$467K
|
-4,700
|
-0.8%
|
|
|
8
|
Bell Bank
Fargo,
North Dakota
|
$59.5M
|
+$5.06M
|
+50,990
|
+9%
|
|
|
9
|
Sargent Investment Group
Bethesda,
Maryland
|
$54.7M
|
-$732K
|
-7,367
|
-1%
|
|
|
10
|
|
$46.7M
|
+$14.4M
|
+144,690
|
+44%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$44.4M
|
+$386K
|
+3,884
|
+0.9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.8M
|
+$597K
|
+6,014
|
+1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$39.5M
|
-$3.78M
|
-38,088
|
-9%
|
|
|
14
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$36.3M
|
-$2.44M
|
-24,589
|
-6%
|
|
|
15
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$35.9M
|
+$35.8M
|
+360,770
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.2M
|
-$17.2M
|
-173,616
|
-33%
|
|
|
17
|
One Day In July LLC
Burlington,
Vermont
|
$32.6M
|
+$396K
|
+3,984
|
+1%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$31M
|
+$21.8M
|
+219,333
|
+237%
|
|
|
19
|
Proficio Capital Partners
Newton,
Massachusetts
|
$28.8M
|
+$17.9M
|
+180,357
|
+166%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$28.3M
|
+$1.35M
|
+13,558
|
+5%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.7M
|
-$3.54M
|
-35,651
|
-12%
|
|
|
22
|
Kera Capital Partners
San Jose,
California
|
$26.4M
|
+$16.6M
|
+167,113
|
+170%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$25.8M
|
-$1.43M
|
-14,380
|
-5%
|
|
|
24
|
SoundView Advisors
Olympia,
Washington
|
$25.6M
|
-$1.87M
|
-18,852
|
-7%
|
|
|
25
|
Pecaut & Co
Sioux City,
Iowa
|
$25.5M
|
-$20.4M
|
-205,341
|
-45%
|
|
