|
1
|
Bank of America
Charlotte,
North Carolina
|
$86M
|
+$9.43M
|
+173,759
|
+12%
|
|
|
2
|
|
$52M
|
+$7.31M
|
+134,693
|
+16%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$49.4M
|
+$7.26M
|
+133,722
|
+17%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$17.6M
|
-$3.98M
|
-73,303
|
-18%
|
|
|
5
|
TCP Asset Management
Columbus,
Ohio
|
$14.5M
|
+$14.5M
|
+267,965
|
New
|
|
|
6
|
Freedom Day Solutions
Houston,
Texas
|
$9.91M
|
+$2.38M
|
+43,854
|
+31%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.84M
|
+$379K
|
+6,981
|
+4%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.74M
|
+$3.68M
|
+67,740
|
+72%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.72M
|
+$7.59M
|
+139,795
|
+654%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.19M
|
+$1.4M
|
+25,831
|
+21%
|
|
|
11
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$7.83M
|
-$161K
|
-2,965
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$6.82M
|
+$2.49M
|
+45,822
|
+57%
|
|
|
13
|
Madrid Financial Services
Manhattan Beach,
California
|
$6.7M
|
+$6.73M
|
+123,955
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$6.62M
|
+$958K
|
+17,636
|
+17%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$6.18M
|
-$300K
|
-5,525
|
-5%
|
|
|
16
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.44M
|
+$80.5K
|
+1,483
|
+1%
|
|
|
17
|
American Alpha Advisors
New York
|
$5.27M
|
+$533K
|
+9,808
|
+11%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$5.19M
|
+$156K
|
+2,879
|
+3%
|
|
|
19
|
Peregrine Asset Advisers
Portland,
Oregon
|
$4.66M
|
+$4.68M
|
+86,149
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$4.66M
|
+$11.6K
|
+213
|
+0.2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.52M
|
+$931K
|
+17,140
|
+26%
|
|
|
22
|
Cooper Financial Group
Irvine,
California
|
$4.27M
|
+$4.28M
|
+78,851
|
New
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.14M
|
-$139K
|
-2,568
|
-3%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$3.93M
|
+$42.6K
|
+785
|
+1%
|
|
|
25
|
|
$3.92M
|
+$3.93M
|
+72,419
|
New
|
|
