|
1
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
+$29M
|
+555,040
|
+38%
|
|
|
2
|
|
$90.9M
|
+$12.1M
|
+231,041
|
+15%
|
|
|
3
|
|
$85M
|
+$27.6M
|
+528,871
|
+48%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$78.6M
|
+$2.6M
|
+49,841
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$67.4M
|
+$12.8M
|
+244,800
|
+23%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$66.8M
|
+$2.07M
|
+39,595
|
+3%
|
|
|
7
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$51.7M
|
+$41.2M
|
+787,906
|
+371%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$40.9M
|
-$2.14M
|
-40,936
|
-5%
|
|
|
9
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$32.6M
|
+$32.9M
|
+629,541
|
New
|
|
|
10
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$29.3M
|
+$29.6M
|
+566,606
|
New
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.3M
|
+$1.6M
|
+30,716
|
+6%
|
|
|
12
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$24.4M
|
+$243K
|
+4,659
|
+1%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$23.1M
|
+$23.3M
|
+445,941
|
New
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$22.5M
|
+$665K
|
+12,725
|
+3%
|
|
|
15
|
MBL Wealth
Charlotte,
North Carolina
|
$22.3M
|
+$172K
|
+3,294
|
+0.8%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.3M
|
+$1.9M
|
+36,342
|
+10%
|
|
|
17
|
Quotient Wealth Partners
Dallas,
Texas
|
$19.1M
|
-$197K
|
-3,780
|
-1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.8M
|
+$2.54M
|
+48,586
|
+15%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.4M
|
+$18K
|
+344
|
+0.1%
|
|
|
20
|
R.M. Davis Inc
Portland,
Maine
|
$16.1M
|
+$1.82M
|
+34,750
|
+13%
|
|
|
21
|
Avantax Planning Partners
Dubuque,
Iowa
|
$14.1M
|
-$2.45M
|
-46,929
|
-15%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$13.4M
|
-$14.5M
|
-276,978
|
-52%
|
|
|
23
|
Bailard
Foster City,
California
|
$12.8M
|
-$9.89M
|
-189,245
|
-43%
|
|
|
24
|
XML Financial
Bethesda,
Maryland
|
$11.7M
|
-$41.1K
|
-786
|
-0.3%
|
|
|
25
|
Goelzer Investment Management
Carmel,
Indiana
|
$11.2M
|
-$725K
|
-13,881
|
-6%
|
|
