|
1
|
Wells Fargo
San Francisco,
California
|
$205M
|
+$17.6M
|
+350,755
|
+9%
|
|
|
2
|
|
$203M
|
+$5.78M
|
+115,256
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$191M
|
+$25.1M
|
+501,217
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$78.2M
|
+$20.4M
|
+406,664
|
+35%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$72.8M
|
-$1.84M
|
-36,711
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$62M
|
+$17.2M
|
+343,366
|
+38%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$48.5M
|
+$2.53M
|
+50,445
|
+6%
|
|
|
8
|
Axxcess Wealth Management
Carlsbad,
California
|
$46.6M
|
+$8.32M
|
+166,046
|
+22%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$45.7M
|
+$6.54M
|
+130,482
|
+17%
|
|
|
10
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$40.3M
|
+$4.01M
|
+79,963
|
+11%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.3M
|
+$11.6M
|
+232,130
|
+47%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.4M
|
+$12M
|
+238,766
|
+65%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$29.1M
|
-$22.6M
|
-451,349
|
-44%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.5M
|
-$207K
|
-4,140
|
-0.8%
|
|
|
15
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$22.5M
|
+$3.42M
|
+68,293
|
+18%
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$21.2M
|
–
|
–
|
–
|
|
|
17
|
|
$20.9M
|
-$20M
|
-399,732
|
-49%
|
|
|
18
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$19M
|
-$2.75M
|
-54,868
|
-13%
|
|
|
19
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$17.7M
|
+$206K
|
+4,106
|
+1%
|
|
|
20
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$16.1M
|
+$294K
|
+5,863
|
+2%
|
|
|
21
|
Fifth Third Securities
Cincinnati,
Ohio
|
$15.2M
|
+$545K
|
+10,874
|
+4%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$14.8M
|
+$10.6M
|
+210,589
|
+248%
|
|
|
23
|
Gotham Asset Management
New York
|
$14.5M
|
+$82.9K
|
+1,655
|
+0.6%
|
|
|
24
|
First Merchants Corp
Muncie,
Indiana
|
$14.1M
|
-$315K
|
-6,291
|
-2%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$13.1M
|
+$1.41M
|
+28,053
|
+12%
|
|
