|
1
|
|
$90.4M
|
+$4.89M
|
+45,023
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$89.3M
|
+$3.64M
|
+33,511
|
+4%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86.6M
|
–
|
–
|
–
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$72.9M
|
-$3.66M
|
-33,685
|
-5%
|
|
|
5
|
Kays Financial Advisory
Atlanta,
Georgia
|
$54.1M
|
-$3.98M
|
-36,597
|
-7%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53M
|
+$7.48M
|
+68,848
|
+16%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$50.6M
|
-$6.95M
|
-63,927
|
-12%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.3M
|
+$202K
|
+1,861
|
+0.5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$34.3M
|
-$1.21M
|
-11,135
|
-3%
|
|
|
10
|
|
$33.8M
|
-$19.7M
|
-181,446
|
-36%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$31.4M
|
-$1.09M
|
-10,022
|
-3%
|
|
|
12
|
WealthPLAN Partners
Omaha,
Nebraska
|
$30.8M
|
+$3.9M
|
+35,923
|
+15%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$29M
|
+$131M
|
+1,203,951
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$26.4M
|
-$2.52M
|
-23,207
|
-9%
|
|
|
15
|
John W. Brooker & Co
Oakland,
California
|
$23.7M
|
+$188K
|
+1,732
|
+0.8%
|
|
|
16
|
Scotia Capital
Toronto,
Ontario, Canada
|
$20.4M
|
-$1.45M
|
-13,339
|
-7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.4M
|
+$4.39M
|
+40,449
|
+31%
|
|
|
18
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$18M
|
+$2.66M
|
+24,477
|
+17%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18M
|
+$925K
|
+8,511
|
+5%
|
|
|
20
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$17.1M
|
-$2.2M
|
-20,253
|
-11%
|
|
|
21
|
Regis Management Company
Menlo Park,
California
|
$16.3M
|
-$12.8M
|
-117,976
|
-43%
|
|
|
22
|
Prudent Investors Network
Lake Forest,
California
|
$16.2M
|
-$416K
|
-3,830
|
-2%
|
|
|
23
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$15.5M
|
-$808K
|
-7,440
|
-5%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$15.3M
|
+$15.6M
|
+143,666
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15M
|
-$675K
|
-6,212
|
-4%
|
|
