|
1
|
Bank of America
Charlotte,
North Carolina
|
$139M
|
-$38.4M
|
-400,127
|
-22%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$96.7M
|
+$35.8M
|
+373,024
|
+59%
|
|
|
3
|
|
$53.4M
|
+$10.5M
|
+109,476
|
+25%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$52.6M
|
+$14.8M
|
+153,937
|
+39%
|
|
|
5
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$29M
|
+$6.75M
|
+70,395
|
+30%
|
|
|
6
|
Allianz Asset Management
Munich,
Germany
|
$28.1M
|
-$1.72M
|
-17,925
|
-6%
|
|
|
7
|
RAM Investment Partners
Bellevue,
Washington
|
$20.1M
|
+$1.61M
|
+16,787
|
+9%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19M
|
+$3.37M
|
+35,127
|
+22%
|
|
|
9
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$18.4M
|
+$1.36M
|
+14,176
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
+$1.35M
|
+14,059
|
+9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.1M
|
+$3.07M
|
+32,000
|
+26%
|
|
|
12
|
Clear Rock Advisors
Kerrville,
Texas
|
$14.9M
|
+$321K
|
+3,348
|
+2%
|
|
|
13
|
Agilis Partners
Waltham,
Massachusetts
|
$14M
|
–
|
–
|
–
|
|
|
14
|
XML Financial
Bethesda,
Maryland
|
$13.8M
|
+$5.74M
|
+59,912
|
+71%
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$12M
|
+$11.9M
|
+124,444
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.7M
|
-$4.12M
|
-43,024
|
-26%
|
|
|
17
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$11.4M
|
+$87K
|
+907
|
+0.8%
|
|
|
18
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$11.2M
|
+$11.1M
|
+116,043
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
-$399K
|
-4,166
|
-4%
|
|
|
20
|
|
$10.2M
|
+$1.02M
|
+10,587
|
+11%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$9.99M
|
+$9.97M
|
+104,000
|
New
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$9.95M
|
+$507K
|
+5,289
|
+5%
|
|
|
23
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.49M
|
+$50.3K
|
+525
|
+0.6%
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$8.47M
|
+$37.2K
|
+388
|
+0.4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.85M
|
+$316K
|
+3,295
|
+4%
|
|
