|
1
|
|
$69.9M
|
+$17.3M
|
+294,631
|
+36%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$62.9M
|
+$29.8M
|
+507,385
|
+103%
|
|
|
3
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$29.6M
|
-$1.34M
|
-22,767
|
-5%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20M
|
+$2.55M
|
+43,506
|
+16%
|
|
|
5
|
|
$17.1M
|
-$137K
|
-2,329
|
-0.8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.1M
|
+$1.14M
|
+19,417
|
+8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.8M
|
+$2.36M
|
+40,210
|
+18%
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.5M
|
+$6.18M
|
+105,374
|
+85%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
+$3.69M
|
+62,891
|
+41%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$12.3M
|
+$1.79M
|
+30,439
|
+18%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.2M
|
-$4.88M
|
-83,209
|
-30%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
-$1.41M
|
-24,035
|
-12%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$6.01M
|
+102,508
|
+155%
|
|
|
14
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$9.59M
|
-$38.4K
|
-655
|
-0.4%
|
|
|
15
|
BNP Paribas Financial Markets
Paris,
France
|
$9.45M
|
+$2.92M
|
+49,700
|
+49%
|
|
|
16
|
Norris Financial Group
Greenville,
South Carolina
|
$8.93M
|
+$8.32M
|
+141,888
|
New
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.58M
|
+$85K
|
+1,449
|
+1%
|
|
|
18
|
Karpus Investment Management
Pittsford,
New York
|
$8M
|
+$7.45M
|
+127,079
|
New
|
|
|
19
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$8M
|
+$7.45M
|
+127,042
|
New
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.69M
|
+$330K
|
+5,630
|
+5%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$6.65M
|
-$99.1K
|
-1,689
|
-2%
|
|
|
22
|
Clune & Associates
Chicago,
Illinois
|
$6.1M
|
+$422K
|
+7,198
|
+8%
|
|
|
23
|
Monument Capital Management
Alexandria,
Virginia
|
$5.02M
|
+$4.68M
|
+79,801
|
New
|
|
|
24
|
Allianz Asset Management
Munich,
Germany
|
$4.09M
|
+$3.81M
|
+65,000
|
New
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$4.02M
|
-$54M
|
-920,533
|
-94%
|
|
