|
1
|
Koshinski Asset Management
Decatur,
Illinois
|
$259M
|
+$23.5K
|
+469
|
+10%
|
|
|
2
|
|
$173M
|
+$16.8M
|
+334,529
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$135M
|
+$14.9M
|
+297,335
|
+12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$129M
|
+$8.53M
|
+170,124
|
+7%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$70.4M
|
+$1.32M
|
+26,390
|
+2%
|
|
|
6
|
|
$69.2M
|
+$2.69M
|
+53,708
|
+4%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$57.4M
|
-$13.8M
|
-275,833
|
-19%
|
|
|
8
|
Renaissance Technologies
New York
|
$51.9M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$49.9M
|
-$26.2M
|
-521,900
|
-34%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$42M
|
+$3.35M
|
+66,740
|
+9%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$39.3M
|
+$20.8M
|
+415,527
|
+113%
|
|
|
12
|
Axxcess Wealth Management
Carlsbad,
California
|
$35.9M
|
+$4.25M
|
+84,754
|
+13%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$34.9M
|
+$34.9M
|
+696,449
|
New
|
|
|
14
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$33.5M
|
+$2.46M
|
+49,004
|
+8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$31.1M
|
+$5.34M
|
+106,493
|
+21%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.8M
|
-$598K
|
-11,928
|
-2%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.1M
|
+$7.03M
|
+140,258
|
+39%
|
|
|
18
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$24.3M
|
+$3.05M
|
+60,753
|
+14%
|
|
|
19
|
Napa Wealth Management
Napa,
California
|
$23.7M
|
+$23.7M
|
+472,440
|
New
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$20.7M
|
-$1.58M
|
-31,585
|
-7%
|
|
|
21
|
First Merchants Corp
Muncie,
Indiana
|
$19.7M
|
+$5.97K
|
+119
|
+0%
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$19.4M
|
–
|
–
|
–
|
|
|
23
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$18.5M
|
+$18.1M
|
+360,370
|
+4,496%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.3M
|
-$153K
|
-3,043
|
-0.9%
|
|
|
25
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$16.2M
|
+$375K
|
+7,483
|
+2%
|
|
