|
1
|
Bank of America
Charlotte,
North Carolina
|
$79M
|
+$11.9M
|
+65,103
|
+17%
|
|
|
2
|
USA Financial Formulas
Ada,
Michigan
|
$63.6M
|
+$64.9M
|
+354,526
|
New
|
|
|
3
|
Two Sigma Investments
New York
|
$62.3M
|
+$51.5M
|
+281,000
|
+427%
|
|
|
4
|
|
$58.8M
|
+$10M
|
+54,579
|
+20%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$42.7M
|
+$12.4M
|
+67,726
|
+40%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$27.4M
|
+$28M
|
+152,872
|
New
|
|
|
7
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$20.3M
|
+$20.7M
|
+112,984
|
New
|
|
|
8
|
Commerce Bank
Kansas City,
Missouri
|
$19.3M
|
-$140K
|
-764
|
-0.7%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.5M
|
+$16.8M
|
+91,995
|
New
|
|
|
10
|
Modern Wealth Management
Lenexa,
Kansas
|
$16.3M
|
+$16.7M
|
+91,062
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
-$1.96M
|
-10,702
|
-11%
|
|
|
12
|
Principal Financial Group
Des Moines,
Iowa
|
$16M
|
+$5.8M
|
+31,676
|
+55%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$15.6M
|
+$14.6M
|
+79,502
|
+1,061%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.4M
|
+$11.5M
|
+62,640
|
+268%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$71.6K
|
+391
|
+0.5%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.3M
|
+$10.6M
|
+58,126
|
+271%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.1M
|
+$474K
|
+2,590
|
+3%
|
|
|
18
|
PGIM Custom Harvest
Newark,
New Jersey
|
$11.9M
|
+$231K
|
+1,259
|
+2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
+$6.21M
|
+33,906
|
+119%
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$11M
|
+$8.61M
|
+47,006
|
+324%
|
|
|
21
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$10.4M
|
+$5.3M
|
+28,946
|
+100%
|
|
|
22
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$8.47M
|
-$4.93M
|
-26,910
|
-36%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$7.81M
|
+$7.66M
|
+41,844
|
+2,504%
|
|
|
24
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$7.63M
|
+$3.81M
|
+20,822
|
+96%
|
|
|
25
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$7.12M
|
+$6.98M
|
+38,128
|
+2,482%
|
|
