|
1
|
|
$215M
|
+$8.04M
|
+174,373
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$98.8M
|
+$30.4M
|
+658,556
|
+44%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$90.2M
|
+$2.63M
|
+57,023
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$86.1M
|
+$1.15M
|
+24,945
|
+1%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.9M
|
-$545K
|
-11,823
|
-0.7%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$70.3M
|
+$4.24M
|
+92,034
|
+6%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$60.5M
|
+$14.2M
|
+308,665
|
+30%
|
|
|
8
|
First Trust Advisors
Wheaton,
Illinois
|
$51.1M
|
+$327K
|
+7,098
|
+0.6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$36.8M
|
-$3.68M
|
-79,872
|
-9%
|
|
|
10
|
Flaharty Asset Management
Clearwater,
Florida
|
$32.7M
|
-$1.82M
|
-39,547
|
-5%
|
|
|
11
|
Welch & Forbes
Boston,
Massachusetts
|
$30.1M
|
+$1.25M
|
+27,063
|
+4%
|
|
|
12
|
Virtue Capital Management
Brentwood,
Tennessee
|
$29.6M
|
+$10.2M
|
+221,053
|
+52%
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$29.3M
|
+$2.63M
|
+57,021
|
+10%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.4M
|
+$307K
|
+6,655
|
+1%
|
|
|
15
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$26M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.9M
|
-$94.4K
|
-2,046
|
-0.4%
|
|
|
17
|
TL Private Wealth
Southlake,
Texas
|
$20.5M
|
-$512K
|
-11,096
|
-2%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.9M
|
+$2.57M
|
+55,739
|
+15%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.4M
|
+$7.36M
|
+159,525
|
+60%
|
|
|
20
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$17.7M
|
+$927K
|
+20,106
|
+5%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$16.9M
|
-$3.1M
|
-67,217
|
-15%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
+$919K
|
+19,928
|
+6%
|
|
|
23
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$14.8M
|
+$3.08M
|
+66,812
|
+26%
|
|
|
24
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$14.7M
|
+$2.24M
|
+48,461
|
+18%
|
|
|
25
|
Ocean Park Asset Management
Santa Monica,
California
|
$13.5M
|
–
|
–
|
–
|
|
