|
1
|
|
$80.8M
|
+$4.45M
|
+84,791
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$77.9M
|
+$12.4M
|
+236,475
|
+19%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$77.8M
|
+$7.78M
|
+148,030
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$66.4M
|
+$5.54M
|
+105,484
|
+9%
|
|
|
5
|
|
$59M
|
+$11.9M
|
+226,956
|
+26%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$56.1M
|
-$18.4M
|
-349,749
|
-25%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$44.1M
|
-$1.6M
|
-30,401
|
-4%
|
|
|
8
|
Towneley Capital Management
Laguna Hills,
California
|
$44M
|
-$259K
|
-4,939
|
-0.6%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$28.4M
|
+$10.9M
|
+207,059
|
+63%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$26.4M
|
+$25.7M
|
+489,671
|
+6,001%
|
|
|
11
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$24.8M
|
-$3.99M
|
-75,914
|
-14%
|
|
|
12
|
Cercano Management
Bellevue,
Washington
|
$23.5M
|
-$6.96M
|
-132,480
|
-23%
|
|
|
13
|
Bailard
Foster City,
California
|
$23.2M
|
-$4.21M
|
-80,180
|
-16%
|
|
|
14
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$23.1M
|
-$9.16M
|
-174,330
|
-45%
|
|
|
15
|
MBL Wealth
Charlotte,
North Carolina
|
$22.7M
|
+$406K
|
+7,735
|
+2%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$22.2M
|
+$2.13M
|
+40,634
|
+11%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.8M
|
+$2.12M
|
+40,358
|
+12%
|
|
|
18
|
Quotient Wealth Partners
Dallas,
Texas
|
$19.7M
|
+$1.82M
|
+34,649
|
+10%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.9M
|
-$3.05M
|
-58,062
|
-15%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.8M
|
+$2.69M
|
+51,258
|
+19%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
+$559K
|
+10,643
|
+4%
|
|
|
22
|
R.M. Davis Inc
Portland,
Maine
|
$14.6M
|
+$7.98M
|
+151,910
|
+122%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.7M
|
+$3.8M
|
+72,378
|
+39%
|
|
|
24
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$13.5M
|
-$60.2K
|
-1,146
|
-0.4%
|
|
|
25
|
Goelzer Investment Management
Carmel,
Indiana
|
$12.2M
|
-$191K
|
-3,628
|
-2%
|
|
