|
1
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
+$6.55M
|
+126,226
|
+6%
|
|
|
2
|
|
$105M
|
+$14.5M
|
+279,078
|
+16%
|
|
|
3
|
|
$85.5M
|
+$865K
|
+16,674
|
+1%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$82.4M
|
+$4.1M
|
+79,123
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$72.6M
|
+$5.99M
|
+115,580
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$71M
|
+$3.84M
|
+73,974
|
+6%
|
|
|
7
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$48.2M
|
-$3.42M
|
-65,894
|
-7%
|
|
|
8
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$34.3M
|
+$1.87M
|
+36,148
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$33.3M
|
-$7.53M
|
-145,166
|
-18%
|
|
|
10
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$29.5M
|
+$303K
|
+5,836
|
+1%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.6M
|
+$379K
|
+7,305
|
+1%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$23.6M
|
+$618K
|
+11,924
|
+3%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.3M
|
+$2.15M
|
+41,484
|
+10%
|
|
|
14
|
MBL Wealth
Charlotte,
North Carolina
|
$22.3M
|
+$42.8K
|
+825
|
+0.2%
|
|
|
15
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$21.4M
|
-$2.91M
|
-56,174
|
-12%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$20.8M
|
-$1.7M
|
-32,794
|
-8%
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$20.6M
|
+$10.4M
|
+201,283
|
+102%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
+$1.46M
|
+28,098
|
+8%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.9M
|
+$14.1M
|
+270,984
|
+359%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.9M
|
+$609K
|
+11,742
|
+4%
|
|
|
21
|
Kestra Investment Management
Austin,
Texas
|
$15.8M
|
+$6.75M
|
+130,181
|
+74%
|
|
|
22
|
R.M. Davis Inc
Portland,
Maine
|
$15.6M
|
-$405K
|
-7,807
|
-3%
|
|
|
23
|
Quotient Wealth Partners
Dallas,
Texas
|
$14.9M
|
-$4.17M
|
-80,390
|
-22%
|
|
|
24
|
Avantax Planning Partners
Dubuque,
Iowa
|
$13.9M
|
-$198K
|
-3,820
|
-1%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$12.9M
|
-$432K
|
-8,327
|
-3%
|
|
