|
1
|
HighTower Advisors
Chicago,
Illinois
|
$35.6M
|
+$664K
|
+5,886
|
+2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.4M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
-$814K
|
-7,215
|
-3%
|
|
|
4
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$18M
|
+$705K
|
+6,252
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$15.7M
|
-$1.02M
|
-9,070
|
-6%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.3M
|
+$456K
|
+4,039
|
+3%
|
|
|
7
|
55I LLC
Boston,
Massachusetts
|
$14.3M
|
+$2.28M
|
+20,174
|
+19%
|
|
|
8
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$13.1M
|
+$950K
|
+8,422
|
+8%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$12.4M
|
-$507K
|
-4,499
|
-4%
|
|
|
10
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$12M
|
+$950K
|
+8,422
|
+9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.5M
|
-$136K
|
-1,209
|
-1%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$10.9M
|
+$1.62M
|
+14,395
|
+18%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$4.33M
|
+38,385
|
+72%
|
|
|
14
|
Ausdal Financial Partners
Davenport,
Iowa
|
$9.56M
|
+$804K
|
+7,126
|
+9%
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.64M
|
+$459K
|
+4,065
|
+6%
|
|
|
16
|
WealthOne
Albany,
New York
|
$8.19M
|
+$237K
|
+2,097
|
+3%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$7.57M
|
+$2.78M
|
+24,665
|
+59%
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$7.31M
|
+$2.49M
|
+22,067
|
+53%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$7.26M
|
+$1.69M
|
+14,971
|
+31%
|
|
|
20
|
|
$7.24M
|
+$3.29M
|
+29,131
|
+85%
|
|
|
21
|
INVST
Indianapolis,
Indiana
|
$7.2M
|
+$333K
|
+2,950
|
+5%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$6.49M
|
+$166K
|
+1,470
|
+3%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.27M
|
+$6.54K
|
+58
|
+0.1%
|
|
|
24
|
F3Logic
Burnsville,
Minnesota
|
$5.26M
|
+$5.18M
|
+45,907
|
New
|
|
|
25
|
Valicenti Advisory Services
Elmira,
New York
|
$5.09M
|
+$1.8K
|
+16
|
+0%
|
|
