|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$77.8M
|
+$78.9M
|
+791,708
|
New
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$49.8M
|
+$100
|
+1
|
+0%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.5M
|
–
|
–
|
–
|
|
|
4
|
Howland Capital Management
Boston,
Massachusetts
|
$25M
|
-$903K
|
-9,056
|
-3%
|
|
|
5
|
Access Financial Services
Minneapolis,
Minnesota
|
$19.4M
|
+$5.72M
|
+57,347
|
+41%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
-$1.17M
|
-11,709
|
-9%
|
|
|
7
|
|
$7.38M
|
+$5.52M
|
+55,358
|
+288%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.21M
|
+$2.22M
|
+22,246
|
+44%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7M
|
+$1.73M
|
+17,391
|
+33%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.3M
|
+$2.52M
|
+25,258
|
+66%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.95M
|
+$5.99M
|
+60,102
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.8M
|
+$1.14M
|
+11,445
|
+24%
|
|
|
13
|
|
$4.97M
|
-$482K
|
-4,835
|
-9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.84M
|
-$9.78M
|
-98,131
|
-67%
|
|
|
15
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4.41M
|
+$1.33M
|
+13,354
|
+43%
|
|
|
16
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.59M
|
+$222K
|
+2,227
|
+7%
|
|
|
17
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$3.15M
|
+$2.01M
|
+20,212
|
+174%
|
|
|
18
|
Cooper Financial Group
Irvine,
California
|
$3.08M
|
+$428K
|
+4,297
|
+16%
|
|
|
19
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$2.4M
|
+$42K
|
+421
|
+2%
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$2.39M
|
+$311K
|
+3,119
|
+15%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.31M
|
+$255K
|
+2,561
|
+12%
|
|
|
22
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.25M
|
-$208K
|
-2,090
|
-8%
|
|
|
23
|
AJ Wealth Strategies
New York
|
$1.99M
|
+$57.3K
|
+575
|
+3%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.91M
|
+$1.93M
|
+19,323
|
New
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.74M
|
+$1.75M
|
+17,588
|
New
|
|
