|
1
|
Bank of America
Charlotte,
North Carolina
|
$254M
|
+$102M
|
+1,100,514
|
+68%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.1M
|
+$1.32M
|
+14,327
|
+6%
|
|
|
3
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$15.1M
|
+$906K
|
+9,807
|
+6%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$13M
|
+$2.29M
|
+24,741
|
+27%
|
|
|
5
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$10.6M
|
+$4.66M
|
+50,425
|
+79%
|
|
|
6
|
|
$10.3M
|
+$4.49M
|
+48,627
|
+79%
|
|
|
7
|
|
$10.1M
|
+$10M
|
+108,732
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.56M
|
+$897K
|
+9,712
|
+10%
|
|
|
9
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$9.19M
|
-$372K
|
-4,025
|
-4%
|
|
|
10
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.19M
|
-$372K
|
-4,025
|
-4%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.74M
|
-$760K
|
-8,223
|
-8%
|
|
|
12
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$8.45M
|
+$2.34M
|
+25,292
|
+39%
|
|
|
13
|
RAM Investment Partners
Bellevue,
Washington
|
$8.12M
|
+$8.06M
|
+87,293
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.11M
|
+$1.76M
|
+19,103
|
+28%
|
|
|
15
|
WealthOne
Albany,
New York
|
$8.08M
|
-$639K
|
-6,913
|
-7%
|
|
|
16
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$7.42M
|
+$7.37M
|
+79,800
|
New
|
|
|
17
|
Ausdal Financial Partners
Davenport,
Iowa
|
$7.16M
|
-$508K
|
-5,497
|
-7%
|
|
|
18
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$7.11M
|
+$7.06M
|
+76,409
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.64M
|
+$3.22M
|
+34,819
|
+96%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$5.98M
|
+$107K
|
+1,160
|
+2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$5.79M
|
+$487K
|
+5,266
|
+9%
|
|
|
22
|
INVST
Indianapolis,
Indiana
|
$5.69M
|
-$512K
|
-5,542
|
-9%
|
|
|
23
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$5.67M
|
-$115K
|
-1,246
|
-2%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$5.16M
|
+$3.81M
|
+41,216
|
+288%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$5.06M
|
+$4.49M
|
+48,595
|
+770%
|
|
