|
1
|
LPL Financial
San Diego,
California
|
$123M
|
+$15.7M
|
+185,264
|
+15%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$82.5M
|
-$420K
|
-4,966
|
-0.5%
|
|
|
3
|
|
$52.2M
|
+$10.4M
|
+122,323
|
+25%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$48.7M
|
+$8.33M
|
+98,412
|
+21%
|
|
|
5
|
Linscomb Wealth
Houston,
Texas
|
$41.3M
|
+$3.67M
|
+43,362
|
+10%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$36.3M
|
+$7.06M
|
+83,369
|
+25%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$28.2M
|
+$12.7M
|
+149,851
|
+84%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$24.4M
|
+$1.26M
|
+14,913
|
+6%
|
|
|
9
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$17.8M
|
+$17.5M
|
+206,364
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$11.3M
|
+133,189
|
+207%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$14.9M
|
+$11.2M
|
+131,947
|
+316%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$14.3M
|
+$7.42M
|
+87,637
|
+112%
|
|
|
13
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$12.9M
|
–
|
–
|
–
|
|
|
14
|
WJ Wealth Management
Glendale,
Arizona
|
$12.5M
|
+$452K
|
+5,341
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
-$1.12M
|
-13,243
|
-9%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.8M
|
+$30.2K
|
+357
|
+0.3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$4.06M
|
+48,001
|
+58%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$222K
|
+2,623
|
+2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.24M
|
+$2.08M
|
+24,522
|
+30%
|
|
|
20
|
Prudential plc
London, England,
United Kingdom
|
$8.48M
|
-$374K
|
-4,420
|
-4%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$8.28M
|
-$282K
|
-3,330
|
-3%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$6.77M
|
+$2.44M
|
+28,822
|
+58%
|
|
|
23
|
Ledge Wealth Management
Sartell,
Minnesota
|
$6.12M
|
+$6.02M
|
+71,148
|
New
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$6.11M
|
+$231K
|
+2,729
|
+4%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.06M
|
+$531K
|
+6,269
|
+10%
|
|
