|
1
|
Bank of America
Charlotte,
North Carolina
|
$182M
|
-$18.6M
|
-194,447
|
-9%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$138M
|
+$10.4M
|
+108,787
|
+8%
|
|
|
3
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$84.3M
|
-$7.04M
|
-73,438
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$68.8M
|
+$6.08M
|
+63,455
|
+10%
|
|
|
5
|
|
$53.9M
|
-$1.55M
|
-16,178
|
-3%
|
|
|
6
|
Allianz Asset Management
Munich,
Germany
|
$39.7M
|
+$8.01M
|
+83,498
|
+26%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$35.2M
|
+$4.36M
|
+45,494
|
+14%
|
|
|
8
|
RAM Investment Partners
Bellevue,
Washington
|
$34M
|
+$3.24M
|
+33,825
|
+11%
|
|
|
9
|
Vickerman Investment Advisors
Spokane,
Washington
|
$21.5M
|
+$21.3M
|
+221,795
|
New
|
|
|
10
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$21.4M
|
+$1.37M
|
+14,269
|
+7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$19.3M
|
+$564K
|
+5,878
|
+3%
|
|
|
12
|
XML Financial
Bethesda,
Maryland
|
$15.8M
|
-$316K
|
-3,293
|
-2%
|
|
|
13
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$12.6M
|
+$12.5M
|
+130,154
|
New
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.4M
|
+$6.13M
|
+63,931
|
+99%
|
|
|
15
|
Novem Group
Rochester,
New York
|
$11.6M
|
+$1.25M
|
+13,051
|
+12%
|
|
|
16
|
True North Advisors
Dallas,
Texas
|
$11.2M
|
+$11.1M
|
+115,841
|
New
|
|
|
17
|
Fortis Capital Management
Bellevue,
Washington
|
$10.8M
|
-$2.69M
|
-28,027
|
-20%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
-$138K
|
-1,438
|
-1%
|
|
|
19
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.5M
|
+$859K
|
+8,961
|
+9%
|
|
|
20
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.5M
|
+$879K
|
+9,167
|
+9%
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10M
|
-$3.73M
|
-38,932
|
-27%
|
|
|
22
|
Net Worth Advisory Group
Sandy,
Utah
|
$9.41M
|
+$129K
|
+1,346
|
+1%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$9.17M
|
+$1.21M
|
+12,662
|
+15%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.89M
|
+$502K
|
+5,235
|
+6%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.72M
|
-$182K
|
-1,899
|
-2%
|
|
