|
1
|
Bank of America
Charlotte,
North Carolina
|
$119M
|
+$6.41M
|
+67,332
|
+6%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23M
|
+$7.62M
|
+80,019
|
+49%
|
|
|
3
|
Allianz Asset Management
Munich,
Germany
|
$17.6M
|
+$11.9M
|
+125,340
|
+209%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$7.91M
|
+83,113
|
+93%
|
|
|
5
|
|
$16M
|
+$1.57M
|
+16,462
|
+11%
|
|
|
6
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$15.7M
|
+$391K
|
+4,107
|
+3%
|
|
|
7
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$14.8M
|
+$5.85M
|
+61,472
|
+65%
|
|
|
8
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$14.7M
|
+$4.01M
|
+42,164
|
+37%
|
|
|
9
|
RAM Investment Partners
Bellevue,
Washington
|
$12.8M
|
+$3.02M
|
+31,708
|
+31%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
-$1.66M
|
-17,398
|
-13%
|
|
|
11
|
Clear Creek Financial Management
Silverdale,
Washington
|
$10M
|
+$1.69M
|
+17,699
|
+20%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.77M
|
+$2.41M
|
+25,333
|
+33%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$9.42M
|
+$1.48M
|
+15,578
|
+19%
|
|
|
14
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$9.31M
|
-$1.01M
|
-10,607
|
-10%
|
|
|
15
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$8.26M
|
-$5.52K
|
-58
|
-0.1%
|
|
|
16
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.26M
|
-$5.52K
|
-58
|
-0.1%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.77M
|
-$667K
|
-7,007
|
-8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.57M
|
-$466K
|
-4,890
|
-6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.2M
|
-$357K
|
-3,745
|
-5%
|
|
|
20
|
WealthOne
Albany,
New York
|
$6.87M
|
-$728K
|
-7,644
|
-10%
|
|
|
21
|
Ausdal Financial Partners
Davenport,
Iowa
|
$6.75M
|
-$272K
|
-2,860
|
-4%
|
|
|
22
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$6.65M
|
-$213K
|
-2,242
|
-3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.51M
|
+$743K
|
+7,805
|
+13%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$6.47M
|
+$127K
|
+1,336
|
+2%
|
|
|
25
|
Evensky & Katz
Coral Gables,
Florida
|
$5.87M
|
+$770K
|
+8,081
|
+15%
|
|
