|
1
|
|
$65.2M
|
+$1.92M
|
+20,379
|
+3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$57.2M
|
+$65K
|
+689
|
+0.1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.4M
|
+$4.31M
|
+45,749
|
+9%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.6M
|
+$14.5M
|
+154,041
|
+62%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$34.1M
|
+$2.91M
|
+30,862
|
+9%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$33.1M
|
+$6.25M
|
+66,299
|
+23%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.3M
|
+$363K
|
+3,850
|
+1%
|
|
|
8
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$31.4M
|
–
|
–
|
–
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.4M
|
+$56.7K
|
+601
|
+0.2%
|
|
|
10
|
TD Private Client Wealth
New York
|
$21.2M
|
+$2.7M
|
+28,634
|
+14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.1M
|
+$664K
|
+7,043
|
+4%
|
|
|
12
|
RMR Wealth Builders
Montclair,
New Jersey
|
$19.1M
|
+$1.51M
|
+16,045
|
+8%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
+$1.88M
|
+19,955
|
+11%
|
|
|
14
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$18.2M
|
+$2.69M
|
+28,534
|
+17%
|
|
|
15
|
Condor Capital Management
Martinsville,
New Jersey
|
$16.1M
|
+$602K
|
+6,388
|
+4%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$15.6M
|
+$2.81M
|
+29,819
|
+22%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.5M
|
+$4.39M
|
+46,581
|
+39%
|
|
|
18
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$15.1M
|
+$1.35M
|
+14,336
|
+10%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
-$4.32M
|
-45,849
|
-24%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$13.3M
|
+$3.73M
|
+39,588
|
+39%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
-$975K
|
-10,340
|
-7%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
-$1.41M
|
-14,971
|
-10%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.3M
|
+$471K
|
+4,993
|
+5%
|
|
|
24
|
Allianz Asset Management
Munich,
Germany
|
$9.12M
|
+$196K
|
+2,078
|
+2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.79M
|
+$1.17M
|
+12,380
|
+15%
|
|
