|
1
|
|
$128M
|
+$13.9M
|
+123,990
|
+12%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$110M
|
+$7.6M
|
+67,651
|
+7%
|
|
|
3
|
|
$99.3M
|
+$34.6M
|
+308,272
|
+54%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$91.7M
|
-$3.96M
|
-35,295
|
-4%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86.6M
|
–
|
–
|
–
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$83.5M
|
+$9.11M
|
+81,128
|
+12%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.9M
|
+$34.9M
|
+310,403
|
+88%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$66.2M
|
+$2.57M
|
+22,890
|
+4%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$63.9M
|
+$21.9M
|
+195,162
|
+53%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$51.2M
|
-$1.46M
|
-12,997
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$49.7M
|
+$3.08M
|
+27,404
|
+7%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$44.9M
|
+$21.2M
|
+189,256
|
+91%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.7M
|
+$9.28M
|
+82,610
|
+26%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$35.8M
|
-$92K
|
-819
|
-0.3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$35.1M
|
+$4.09M
|
+36,453
|
+13%
|
|
|
16
|
Cardinal Point Wealth Management
Irvine,
California
|
$33.8M
|
+$33.5M
|
+298,719
|
New
|
|
|
17
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$32.4M
|
+$25.4M
|
+226,000
|
+375%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.5M
|
-$14.1M
|
-125,287
|
-35%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.2M
|
+$1.89M
|
+16,865
|
+8%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$25.5M
|
+$7.09M
|
+63,141
|
+39%
|
|
|
21
|
Scotia Capital
Toronto,
Ontario, Canada
|
$24.4M
|
+$1.41M
|
+12,581
|
+6%
|
|
|
22
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$23.5M
|
+$6M
|
+53,436
|
+35%
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$22.5M
|
+$6.56M
|
+58,414
|
+42%
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$22.4M
|
+$191K
|
+1,700
|
+0.9%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$21.6M
|
+$1.48M
|
+13,187
|
+7%
|
|
