|
1
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
-$147M
|
-1,539,843
|
-56%
|
|
|
2
|
|
$16.5M
|
+$5.94M
|
+62,460
|
+57%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.6M
|
-$10.3M
|
-107,777
|
-40%
|
|
|
4
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$15.6M
|
-$3.81K
|
-40
|
-0%
|
|
|
5
|
|
$14.6M
|
+$3.94M
|
+41,430
|
+38%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
+$3.02M
|
+31,751
|
+31%
|
|
|
7
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$10.9M
|
+$2.16M
|
+22,728
|
+25%
|
|
|
8
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$10.5M
|
+$10.4M
|
+108,756
|
New
|
|
|
9
|
RAM Investment Partners
Bellevue,
Washington
|
$9.92M
|
+$1.5M
|
+15,777
|
+18%
|
|
|
10
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$9.09M
|
-$1.86M
|
-19,534
|
-17%
|
|
|
11
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$8.8M
|
+$1.11M
|
+11,662
|
+15%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$8.62M
|
+$2.6M
|
+27,307
|
+44%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.55M
|
-$479K
|
-5,028
|
-5%
|
|
|
14
|
Clear Creek Financial Management
Silverdale,
Washington
|
$8.48M
|
+$8.39M
|
+88,186
|
New
|
|
|
15
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$8.38M
|
-$1.12M
|
-11,745
|
-12%
|
|
|
16
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.38M
|
-$1.12M
|
-11,745
|
-12%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.15M
|
+$1.27M
|
+13,338
|
+19%
|
|
|
18
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.05M
|
-$2.98M
|
-31,326
|
-27%
|
|
|
19
|
WealthOne
Albany,
New York
|
$7.7M
|
-$646K
|
-6,787
|
-8%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$7.66M
|
+$2.29M
|
+24,114
|
+43%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.47M
|
+$4.41M
|
+46,388
|
+148%
|
|
|
22
|
Ausdal Financial Partners
Davenport,
Iowa
|
$7.12M
|
-$281K
|
-2,950
|
-4%
|
|
|
23
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$6.96M
|
-$384K
|
-4,036
|
-5%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$6.43M
|
+$242K
|
+2,542
|
+4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.85M
|
-$2.51M
|
-26,390
|
-30%
|
|
