|
1
|
Bank of America
Charlotte,
North Carolina
|
$62.7M
|
+$15.6M
|
+302,297
|
+33%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$56.7M
|
+$5.72M
|
+110,614
|
+11%
|
|
|
3
|
Sand Hill Global Advisors
Palo Alto,
California
|
$55.9M
|
+$56.2M
|
+1,085,631
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$26.1M
|
+$11.6M
|
+223,917
|
+79%
|
|
|
5
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$25.7M
|
+$25.8M
|
+498,704
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$24.2M
|
+$6.92M
|
+133,642
|
+40%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.6M
|
+$13.5M
|
+260,777
|
+147%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$22.2M
|
+$16.9M
|
+325,896
|
+308%
|
|
|
9
|
|
$22M
|
-$2.08M
|
-40,238
|
-9%
|
|
|
10
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$19.6M
|
+$19.3M
|
+373,228
|
+5,086%
|
|
|
11
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$18M
|
+$18.1M
|
+350,510
|
New
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$17M
|
+$17.1M
|
+329,643
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$2.02M
|
+38,971
|
+16%
|
|
|
14
|
Biltmore Wealth Management
Tempe,
Arizona
|
$14.2M
|
+$157K
|
+3,030
|
+1%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$12M
|
-$2.59M
|
-50,082
|
-18%
|
|
|
16
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$10.9M
|
+$11M
|
+212,267
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$10.5M
|
-$1.5M
|
-28,986
|
-12%
|
|
|
18
|
Legacy Financial Advisors
Covington,
Kentucky
|
$9M
|
+$986K
|
+19,047
|
+12%
|
|
|
19
|
Renaissance Technologies
New York
|
$8.26M
|
+$8.3M
|
+160,403
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.96M
|
+$2.17M
|
+42,001
|
+45%
|
|
|
21
|
Steph & Co
Marinette,
Wisconsin
|
$6.74M
|
+$3.62M
|
+70,010
|
+115%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.36M
|
-$393K
|
-7,587
|
-6%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.27M
|
+$2.36M
|
+45,603
|
+60%
|
|
|
24
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.06M
|
+$6.09M
|
+117,721
|
New
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$5.91M
|
-$308K
|
-5,961
|
-5%
|
|
