|
1
|
|
$75M
|
+$6.92M
|
+133,216
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$73.3M
|
+$5.1M
|
+98,099
|
+7%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$68.8M
|
-$792K
|
-15,243
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$64.2M
|
+$2.96M
|
+56,925
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$59.7M
|
+$5.94M
|
+114,360
|
+11%
|
|
|
6
|
|
$46.1M
|
+$1.23M
|
+23,754
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$44.9M
|
+$16.7M
|
+320,471
|
+59%
|
|
|
8
|
Towneley Capital Management
Laguna Hills,
California
|
$43.5M
|
-$1.74M
|
-33,466
|
-4%
|
|
|
9
|
Cercano Management
Bellevue,
Washington
|
$30M
|
+$9.94M
|
+191,296
|
+50%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$28.3M
|
+$4.37M
|
+83,995
|
+18%
|
|
|
11
|
Bailard
Foster City,
California
|
$26.9M
|
-$8.31M
|
-159,946
|
-24%
|
|
|
12
|
MBL Wealth
Charlotte,
North Carolina
|
$21.9M
|
+$1.07M
|
+20,664
|
+5%
|
|
|
13
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$20.1M
|
+$1.65M
|
+31,670
|
+9%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$19.7M
|
-$674K
|
-12,961
|
-3%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.7M
|
+$3.3M
|
+63,579
|
+20%
|
|
|
16
|
Quotient Wealth Partners
Dallas,
Texas
|
$17.6M
|
+$1.5M
|
+28,875
|
+9%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.4M
|
+$1.51M
|
+29,149
|
+10%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$17.1M
|
-$406K
|
-7,811
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$1.31M
|
+25,244
|
+9%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.8M
|
+$10.3M
|
+199,098
|
+302%
|
|
|
21
|
Gratus Capital
Atlanta,
Georgia
|
$13.7M
|
+$575K
|
+11,066
|
+4%
|
|
|
22
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$13.3M
|
-$164K
|
-3,163
|
-1%
|
|
|
23
|
Goelzer Investment Management
Carmel,
Indiana
|
$12.2M
|
-$795K
|
-15,288
|
-6%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.74M
|
+$2.3M
|
+44,263
|
+31%
|
|
|
25
|
Sand Hill Global Advisors
Palo Alto,
California
|
$8.9M
|
-$122K
|
-2,345
|
-1%
|
|
