|
1
|
|
$197M
|
+$24M
|
+478,019
|
+14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$188M
|
+$52.5M
|
+1,046,431
|
+39%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$166M
|
+$37.2M
|
+741,703
|
+29%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$74.6M
|
+$4.2M
|
+83,813
|
+6%
|
|
|
5
|
Renaissance Technologies
New York
|
$67.6M
|
+$15.7M
|
+313,300
|
+30%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$64M
|
+$6.58M
|
+131,265
|
+11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$57.8M
|
+$7.9M
|
+157,442
|
+16%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$51.7M
|
+$12.4M
|
+247,257
|
+32%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$46M
|
+$3.92M
|
+78,173
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$44.8M
|
+$13.7M
|
+272,415
|
+44%
|
|
|
11
|
|
$40.9M
|
-$28.3M
|
-565,244
|
-41%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$39.1M
|
+$4.21M
|
+83,987
|
+12%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$38.2M
|
+$2.37M
|
+47,308
|
+7%
|
|
|
14
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$36.3M
|
+$2.81M
|
+56,071
|
+8%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.7M
|
+$1.56M
|
+31,154
|
+6%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.6M
|
-$1.18M
|
-23,577
|
-5%
|
|
|
17
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$21.7M
|
-$2.58M
|
-51,469
|
-11%
|
|
|
18
|
Huntington National Bank
Columbus,
Ohio
|
$20.3M
|
–
|
–
|
–
|
|
|
19
|
Arax Advisory Partners
Denver,
Colorado
|
$19.3M
|
+$19.4M
|
+385,877
|
+236,734%
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$19M
|
-$1.65M
|
-32,829
|
-8%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$1.2M
|
+23,838
|
+7%
|
|
|
22
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$17.5M
|
+$1.28M
|
+25,470
|
+8%
|
|
|
23
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$15.8M
|
-$221K
|
-4,405
|
-1%
|
|
|
24
|
Fifth Third Securities
Cincinnati,
Ohio
|
$14.7M
|
-$133K
|
-2,659
|
-0.9%
|
|
|
25
|
First Merchants Corp
Muncie,
Indiana
|
$14.4M
|
-$5.35M
|
-106,625
|
-27%
|
|
