|
1
|
|
$36.4M
|
+$31.3M
|
+270,388
|
+571%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$30.8M
|
+$2.26M
|
+19,475
|
+8%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.4M
|
–
|
–
|
–
|
|
|
4
|
Tradewinds Capital Management
Bellingham,
Washington
|
$23.3M
|
+$18.9M
|
+162,949
|
+401%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$7.82M
|
+67,530
|
+70%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
+$1.29M
|
+11,138
|
+8%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.5M
|
+$119K
|
+1,025
|
+0.8%
|
|
|
8
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$14.3M
|
+$352K
|
+3,041
|
+3%
|
|
|
9
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$11.8M
|
+$688K
|
+5,941
|
+6%
|
|
|
10
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.7M
|
+$688K
|
+5,941
|
+7%
|
|
|
11
|
55I LLC
Boston,
Massachusetts
|
$8.15M
|
+$886K
|
+7,651
|
+12%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$7.97M
|
+$3.27M
|
+28,199
|
+68%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$7.93M
|
+$460K
|
+3,971
|
+6%
|
|
|
14
|
Systelligence LLC
Bloomington,
Minnesota
|
$7.86M
|
+$3.53M
|
+30,470
|
+80%
|
|
|
15
|
William Blair & Company
Chicago,
Illinois
|
$7.59M
|
+$12.9K
|
+111
|
+0.2%
|
|
|
16
|
WealthOne
Albany,
New York
|
$6.9M
|
+$631K
|
+5,450
|
+10%
|
|
|
17
|
Ausdal Financial Partners
Davenport,
Iowa
|
$6.11M
|
+$2.67M
|
+23,041
|
+76%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$5.93M
|
-$77.7K
|
-671
|
-1%
|
|
|
19
|
tru Independence
Portland,
Oregon
|
$5.63M
|
+$5.68M
|
+49,055
|
New
|
|
|
20
|
INVST
Indianapolis,
Indiana
|
$5.58M
|
-$635K
|
-5,479
|
-10%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.51M
|
+$130K
|
+1,122
|
+2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.89M
|
+$585K
|
+5,051
|
+13%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.7M
|
-$4.89M
|
-42,174
|
-51%
|
|
|
24
|
Valicenti Advisory Services
Elmira,
New York
|
$4.11M
|
+$251K
|
+2,170
|
+6%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.83M
|
+$289K
|
+2,494
|
+8%
|
|
