|
1
|
|
$157M
|
-$1.78M
|
-35,565
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$121M
|
+$5.5M
|
+109,682
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$121M
|
+$1.48M
|
+29,607
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$76.2M
|
+$15.4M
|
+306,503
|
+25%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$71.3M
|
+$2.46M
|
+49,171
|
+4%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$69.2M
|
-$1.89M
|
-37,682
|
-3%
|
|
|
7
|
|
$66.6M
|
+$877K
|
+17,507
|
+1%
|
|
|
8
|
Renaissance Technologies
New York
|
$52M
|
–
|
–
|
–
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$38.7M
|
+$3.59M
|
+71,650
|
+10%
|
|
|
10
|
Axxcess Wealth Management
Carlsbad,
California
|
$31.7M
|
+$8.28M
|
+165,168
|
+35%
|
|
|
11
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$31.1M
|
+$7.7M
|
+153,711
|
+33%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.4M
|
+$5.86M
|
+116,866
|
+28%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$25.8M
|
+$6.38M
|
+127,350
|
+33%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.1M
|
+$757K
|
+15,107
|
+3%
|
|
|
15
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$22.3M
|
-$1.1M
|
-21,868
|
-5%
|
|
|
16
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$21.3M
|
-$569K
|
-11,356
|
-3%
|
|
|
17
|
First Merchants Corp
Muncie,
Indiana
|
$19.8M
|
+$125K
|
+2,491
|
+0.6%
|
|
|
18
|
Huntington National Bank
Columbus,
Ohio
|
$19.3M
|
–
|
–
|
–
|
|
|
19
|
Atria Wealth Solutions
New York
|
$18.5M
|
-$3.06M
|
-61,118
|
-14%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.1M
|
-$610K
|
-12,179
|
-3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
-$3.55M
|
-70,832
|
-17%
|
|
|
22
|
|
$17M
|
+$1.14M
|
+22,797
|
+7%
|
|
|
23
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$16.5M
|
-$503K
|
-10,036
|
-3%
|
|
|
24
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$15.9M
|
+$15.9M
|
+316,365
|
New
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13.9M
|
-$8.99M
|
-179,448
|
-39%
|
|
