|
1
|
LPL Financial
San Diego,
California
|
$262M
|
+$70.4M
|
+1,401,509
|
+37%
|
|
|
2
|
|
$242M
|
+$38.6M
|
+767,759
|
+19%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$194M
|
-$11.8M
|
-235,087
|
-6%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$72.2M
|
-$727K
|
-14,479
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$68M
|
+$5.9M
|
+117,498
|
+10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$61.2M
|
-$17.1M
|
-341,116
|
-22%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$51.2M
|
+$2.6M
|
+51,750
|
+5%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$50.3M
|
+$4.56M
|
+90,754
|
+10%
|
|
|
9
|
Axxcess Wealth Management
Carlsbad,
California
|
$47.9M
|
+$1.26M
|
+25,089
|
+3%
|
|
|
10
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$41.9M
|
+$1.47M
|
+29,280
|
+4%
|
|
|
11
|
Bramshill Investments
Naples,
Florida
|
$41.5M
|
+$41.5M
|
+826,495
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.9M
|
+$1.58M
|
+31,416
|
+4%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.8M
|
+$201K
|
+4,010
|
+0.8%
|
|
|
14
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$22M
|
+$3.06M
|
+60,957
|
+16%
|
|
|
15
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$21.9M
|
-$628K
|
-12,500
|
-3%
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$21.4M
|
–
|
–
|
–
|
|
|
17
|
|
$19.9M
|
-$943K
|
-18,783
|
-5%
|
|
|
18
|
Pasadena Private Wealth
Pasadena,
California
|
$19M
|
+$19M
|
+378,269
|
New
|
|
|
19
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$17.7M
|
-$66K
|
-1,315
|
-0.4%
|
|
|
20
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$17.5M
|
+$1.39M
|
+27,641
|
+9%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
-$13.7M
|
-272,807
|
-45%
|
|
|
22
|
Gotham Asset Management
New York
|
$14.7M
|
+$229K
|
+4,563
|
+2%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$14M
|
-$867K
|
-17,260
|
-6%
|
|
|
24
|
First Merchants Corp
Muncie,
Indiana
|
$13.7M
|
-$457K
|
-9,102
|
-3%
|
|
|
25
|
Fifth Third Securities
Cincinnati,
Ohio
|
$13.1M
|
-$2.19M
|
-43,694
|
-14%
|
|
