|
1
|
Bank of America
Charlotte,
North Carolina
|
$175M
|
-$8.24M
|
-86,122
|
-5%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$132M
|
-$6.8M
|
-71,129
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$81.3M
|
+$11.9M
|
+124,194
|
+17%
|
|
|
4
|
|
$57.8M
|
+$3.51M
|
+36,714
|
+7%
|
|
|
5
|
Allianz Asset Management
Munich,
Germany
|
$40.4M
|
+$483K
|
+5,050
|
+1%
|
|
|
6
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$37.8M
|
+$37.2M
|
+388,600
|
New
|
|
|
7
|
RAM Investment Partners
Bellevue,
Washington
|
$37M
|
+$2.82M
|
+29,491
|
+8%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$36.1M
|
+$698K
|
+7,300
|
+2%
|
|
|
9
|
Vickerman Investment Advisors
Spokane,
Washington
|
$22.1M
|
+$523K
|
+5,466
|
+2%
|
|
|
10
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$22.1M
|
+$507K
|
+5,298
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$19.4M
|
-$51.6K
|
-539
|
-0.3%
|
|
|
12
|
XML Financial
Bethesda,
Maryland
|
$16.3M
|
+$444K
|
+4,645
|
+3%
|
|
|
13
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$14.6M
|
-$68.9M
|
-720,700
|
-83%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14M
|
+$1.53M
|
+15,960
|
+12%
|
|
|
15
|
Novem Group
Rochester,
New York
|
$12.5M
|
+$766K
|
+8,007
|
+7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$1.77M
|
+18,486
|
+20%
|
|
|
17
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.7M
|
+$200K
|
+2,092
|
+2%
|
|
|
18
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.7M
|
+$200K
|
+2,092
|
+2%
|
|
|
19
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$10.5M
|
+$10.4M
|
+108,389
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
-$509K
|
-5,322
|
-5%
|
|
|
21
|
Net Worth Advisory Group
Sandy,
Utah
|
$9.49M
|
+$32.9K
|
+344
|
+0.4%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.94M
|
+$170K
|
+1,775
|
+2%
|
|
|
23
|
Fortis Capital Management
Bellevue,
Washington
|
$8.63M
|
-$2.23M
|
-23,301
|
-21%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$8.54M
|
-$667K
|
-6,971
|
-7%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.94M
|
-$2.1M
|
-21,984
|
-21%
|
|
