|
1
|
Bank of America
Charlotte,
North Carolina
|
$178M
|
+$5.05M
|
+51,231
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$121M
|
+$11.9M
|
+120,717
|
+11%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$109M
|
+$244K
|
+2,477
|
+0.2%
|
|
|
4
|
|
$64.7M
|
+$3.68M
|
+37,395
|
+6%
|
|
|
5
|
RAM Investment Partners
Bellevue,
Washington
|
$46M
|
+$4.29M
|
+43,546
|
+10%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$34.9M
|
+$3.38M
|
+34,327
|
+11%
|
|
|
7
|
Allianz Asset Management
Munich,
Germany
|
$29M
|
-$3.11M
|
-31,554
|
-10%
|
|
|
8
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$23.4M
|
+$482K
|
+4,895
|
+2%
|
|
|
9
|
Vickerman Investment Advisors
Spokane,
Washington
|
$20.5M
|
-$2.42M
|
-24,557
|
-10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$19.1M
|
-$430K
|
-4,367
|
-2%
|
|
|
11
|
XML Financial
Bethesda,
Maryland
|
$17.3M
|
-$555K
|
-5,635
|
-3%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.7M
|
-$958K
|
-9,729
|
-5%
|
|
|
13
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$15.6M
|
+$1.9M
|
+19,297
|
+14%
|
|
|
14
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$14.2M
|
+$2.1M
|
+21,288
|
+17%
|
|
|
15
|
Novem Group
Rochester,
New York
|
$14M
|
+$650K
|
+6,595
|
+5%
|
|
|
16
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$13.8M
|
+$907K
|
+9,207
|
+7%
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
$13.7M
|
+$337K
|
+3,417
|
+3%
|
|
|
18
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$13.3M
|
-$275K
|
-2,787
|
-2%
|
|
|
19
|
|
$12.4M
|
+$7.42M
|
+75,309
|
+148%
|
|
|
20
|
Fortis Capital Management
Bellevue,
Washington
|
$10.7M
|
+$919K
|
+9,329
|
+9%
|
|
|
21
|
Net Worth Advisory Group
Sandy,
Utah
|
$10.2M
|
+$1.06M
|
+10,799
|
+12%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
-$228K
|
-2,312
|
-2%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
+$1.75M
|
+17,770
|
+21%
|
|
|
24
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$10.1M
|
+$663K
|
+6,735
|
+7%
|
|
|
25
|
|
$8.95M
|
+$4.1M
|
+41,587
|
+83%
|
|
