|
1
|
Bank of America
Charlotte,
North Carolina
|
$198M
|
+$34.4M
|
+354,980
|
+21%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$125M
|
+$14.8M
|
+153,041
|
+13%
|
|
|
3
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$90.2M
|
+$3.34M
|
+34,441
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$61.6M
|
-$6.25M
|
-64,478
|
-9%
|
|
|
5
|
|
$54.5M
|
+$1.17M
|
+12,063
|
+2%
|
|
|
6
|
Allianz Asset Management
Munich,
Germany
|
$31.1M
|
-$3.58M
|
-36,915
|
-10%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$30.3M
|
+$6.77M
|
+69,879
|
+28%
|
|
|
8
|
RAM Investment Partners
Bellevue,
Washington
|
$30.2M
|
+$3.71M
|
+38,265
|
+14%
|
|
|
9
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$19.7M
|
+$348K
|
+3,586
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
+$1.26M
|
+13,022
|
+7%
|
|
|
11
|
XML Financial
Bethesda,
Maryland
|
$15.8M
|
+$425K
|
+4,382
|
+3%
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.6M
|
+$2.28M
|
+23,547
|
+20%
|
|
|
13
|
Fortis Capital Management
Bellevue,
Washington
|
$13.3M
|
+$4.27M
|
+44,090
|
+46%
|
|
|
14
|
Agilis Partners
Waltham,
Massachusetts
|
$12.7M
|
-$845K
|
-8,719
|
-6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
-$1.24M
|
-12,808
|
-10%
|
|
|
16
|
Novem Group
Rochester,
New York
|
$10.2M
|
+$10.4M
|
+106,979
|
New
|
|
|
17
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.42M
|
-$309K
|
-3,192
|
-3%
|
|
|
18
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$9.4M
|
-$310K
|
-3,197
|
-3%
|
|
|
19
|
Net Worth Advisory Group
Sandy,
Utah
|
$9.12M
|
-$43.4K
|
-448
|
-0.5%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.75M
|
+$188K
|
+1,943
|
+2%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$8.34M
|
+$8.5M
|
+87,664
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.24M
|
+$4.84K
|
+50
|
+0.1%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$7.81M
|
-$351K
|
-3,622
|
-4%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$7.24M
|
+$21.7K
|
+224
|
+0.3%
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$7M
|
+$62.8K
|
+648
|
+0.9%
|
|
