|
1
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
+$11M
|
+119,368
|
+7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.6M
|
+$16M
|
+172,627
|
+37%
|
|
|
3
|
|
$43.4M
|
+$9.55M
|
+103,164
|
+30%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$38.3M
|
+$10.5M
|
+113,903
|
+41%
|
|
|
5
|
Allianz Asset Management
Munich,
Germany
|
$30.2M
|
+$102K
|
+1,099
|
+0.4%
|
|
|
6
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$22.6M
|
+$4.67M
|
+50,504
|
+28%
|
|
|
7
|
RAM Investment Partners
Bellevue,
Washington
|
$18.7M
|
+$3.62M
|
+39,074
|
+26%
|
|
|
8
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$17.2M
|
+$535K
|
+5,778
|
+3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$16M
|
+$6.63M
|
+71,640
|
+77%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.9M
|
+$4.22M
|
+45,635
|
+39%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$7.25M
|
+78,336
|
+100%
|
|
|
12
|
Clear Rock Advisors
Kerrville,
Texas
|
$14.7M
|
+$14.2M
|
+153,428
|
New
|
|
|
13
|
Agilis Partners
Waltham,
Massachusetts
|
$14.1M
|
+$13.5M
|
+145,368
|
New
|
|
|
14
|
|
$13.6M
|
+$4.1M
|
+44,313
|
+47%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.1M
|
+$490K
|
+5,298
|
+4%
|
|
|
16
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$11.4M
|
+$1.65M
|
+17,833
|
+18%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$4.25M
|
+45,937
|
+65%
|
|
|
18
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$9.56M
|
-$102K
|
-1,097
|
-1%
|
|
|
19
|
|
$9.25M
|
-$306K
|
-3,309
|
-3%
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.54M
|
-$276K
|
-2,987
|
-3%
|
|
|
21
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$8.54M
|
+$8.12M
|
+87,778
|
New
|
|
|
22
|
XML Financial
Bethesda,
Maryland
|
$8.18M
|
+$7.78M
|
+84,096
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.63M
|
-$70.7K
|
-764
|
-1%
|
|
|
24
|
Financial Futures
Brielle,
New Jersey
|
$7.52M
|
+$1.49M
|
+16,078
|
+26%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$7.51M
|
+$6.4M
|
+69,103
|
+854%
|
|
