|
1
|
Bank of America
Charlotte,
North Carolina
|
$175M
|
-$2.64M
|
-27,126
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$110M
|
+$26.9M
|
+275,997
|
+33%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$109M
|
-$24.1M
|
-247,539
|
-18%
|
|
|
4
|
|
$61.5M
|
+$2.94M
|
+30,114
|
+5%
|
|
|
5
|
RAM Investment Partners
Bellevue,
Washington
|
$42.1M
|
+$4.5M
|
+46,120
|
+12%
|
|
|
6
|
Allianz Asset Management
Munich,
Germany
|
$32.4M
|
-$8.52M
|
-87,341
|
-21%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$31.7M
|
-$4.78M
|
-49,053
|
-13%
|
|
|
8
|
Vickerman Investment Advisors
Spokane,
Washington
|
$23.1M
|
+$675K
|
+6,928
|
+3%
|
|
|
9
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$23.1M
|
+$709K
|
+7,268
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
+$11.1K
|
+114
|
+0.1%
|
|
|
11
|
XML Financial
Bethesda,
Maryland
|
$18M
|
+$1.42M
|
+14,614
|
+9%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.7M
|
+$3.48M
|
+35,651
|
+25%
|
|
|
13
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$13.8M
|
+$3.09M
|
+31,691
|
+29%
|
|
|
14
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$13.7M
|
-$24.3M
|
-249,495
|
-64%
|
|
|
15
|
Novem Group
Rochester,
New York
|
$13.5M
|
+$847K
|
+8,692
|
+7%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$13.5M
|
+$13.3M
|
+136,531
|
New
|
|
|
17
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$13M
|
-$1.8M
|
-18,494
|
-12%
|
|
|
18
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$12.2M
|
-$1.25B
|
-12,800,498
|
-99%
|
|
|
19
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$11.2M
|
+$343K
|
+3,519
|
+3%
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$11.2M
|
+$343K
|
+3,519
|
+3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$8.19K
|
+84
|
+0.1%
|
|
|
22
|
Fortis Capital Management
Bellevue,
Washington
|
$9.85M
|
+$1.08M
|
+11,123
|
+13%
|
|
|
23
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$9.49M
|
+$421K
|
+4,320
|
+5%
|
|
|
24
|
Net Worth Advisory Group
Sandy,
Utah
|
$9.2M
|
-$415K
|
-4,261
|
-4%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$8.44M
|
-$213K
|
-2,181
|
-2%
|
|
