|
1
|
Wells Fargo
San Francisco,
California
|
$88M
|
+$22.7M
|
+209,347
|
+35%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86.6M
|
–
|
–
|
–
|
|
|
3
|
|
$72.5M
|
+$4.83M
|
+44,644
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$67.4M
|
+$3.78M
|
+34,926
|
+6%
|
|
|
5
|
Kays Financial Advisory
Atlanta,
Georgia
|
$57.2M
|
+$873K
|
+8,061
|
+2%
|
|
|
6
|
|
$46.2M
|
+$7.96M
|
+73,510
|
+21%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$42.6M
|
-$376K
|
-3,477
|
-0.9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.1M
|
+$4.3M
|
+39,688
|
+11%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.8M
|
+$4.12M
|
+38,068
|
+13%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$33M
|
+$6.91M
|
+63,782
|
+27%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$31.9M
|
+$6.54M
|
+60,395
|
+26%
|
|
|
12
|
Regis Management Company
Menlo Park,
California
|
$29.6M
|
-$2.44M
|
-22,580
|
-8%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$26.9M
|
+$9.95M
|
+91,862
|
+59%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.7M
|
+$5.39M
|
+49,764
|
+27%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$20.6M
|
-$109K
|
-1,005
|
-0.5%
|
|
|
16
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$20.4M
|
+$222K
|
+2,046
|
+1%
|
|
|
17
|
Scotia Capital
Toronto,
Ontario, Canada
|
$20M
|
+$1.52M
|
+14,084
|
+8%
|
|
|
18
|
FundX Investment Group
San Francisco,
California
|
$19.5M
|
+$42.4K
|
+392
|
+0.2%
|
|
|
19
|
Frisch Financial Group
Melville,
New York
|
$19.2M
|
+$959K
|
+8,857
|
+5%
|
|
|
20
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$15.8M
|
+$1.3M
|
+11,984
|
+9%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$15.5M
|
+$11.6M
|
+106,776
|
+298%
|
|
|
22
|
Vicus Capital
State College,
Pennsylvania
|
$14.7M
|
+$257K
|
+2,378
|
+2%
|
|
|
23
|
|
$14.3M
|
+$4.39M
|
+40,518
|
+45%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$14.1M
|
+$2.71M
|
+24,995
|
+24%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14M
|
+$728K
|
+6,728
|
+6%
|
|
