|
1
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
+$44M
|
+471,591
|
+38%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$42M
|
+$20.4M
|
+218,892
|
+90%
|
|
|
3
|
|
$31.2M
|
+$16.3M
|
+174,585
|
+104%
|
|
|
4
|
Allianz Asset Management
Munich,
Germany
|
$28.2M
|
+$11.6M
|
+124,165
|
+67%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$25.5M
|
+$10M
|
+107,201
|
+62%
|
|
|
6
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$16.9M
|
+$2.77M
|
+29,747
|
+19%
|
|
|
7
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$16.5M
|
+$2.41M
|
+25,836
|
+17%
|
|
|
8
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$15.6M
|
+$488K
|
+5,227
|
+3%
|
|
|
9
|
RAM Investment Partners
Bellevue,
Washington
|
$14M
|
+$1.71M
|
+18,351
|
+14%
|
|
|
10
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$12.4M
|
+$6.13M
|
+65,683
|
+94%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.9M
|
+$222K
|
+2,376
|
+2%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.7M
|
+$1.35M
|
+14,496
|
+14%
|
|
|
13
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$9.08M
|
+$140K
|
+1,506
|
+2%
|
|
|
14
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$9.06M
|
+$10.4K
|
+111
|
+0.1%
|
|
|
15
|
|
$8.97M
|
+$4.9M
|
+52,590
|
+115%
|
|
|
16
|
|
$8.66M
|
+$7.92M
|
+84,880
|
+831%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.49M
|
+$1.24M
|
+13,317
|
+17%
|
|
|
18
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.28M
|
+$353K
|
+3,790
|
+4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.22M
|
+$989K
|
+10,605
|
+15%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$7.12M
|
+$212K
|
+2,274
|
+3%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.09M
|
-$381K
|
-4,082
|
-5%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$6.42M
|
+$960K
|
+10,297
|
+17%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$6.35M
|
+$142K
|
+1,526
|
+2%
|
|
|
24
|
WealthOne
Albany,
New York
|
$6.33M
|
-$273K
|
-2,926
|
-4%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.32M
|
+$5.79M
|
+62,099
|
+1,018%
|
|
