|
1
|
Bank of America
Charlotte,
North Carolina
|
$168M
|
+$21.4M
|
+407,165
|
+15%
|
|
|
2
|
|
$156M
|
+$458K
|
+8,717
|
+0.3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$108M
|
+$13M
|
+248,438
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$106M
|
+$15M
|
+286,613
|
+16%
|
|
|
5
|
|
$63.4M
|
-$1.75M
|
-33,251
|
-3%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.4M
|
+$2.96M
|
+56,437
|
+7%
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$45.3M
|
+$32.1M
|
+611,375
|
+241%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$38.5M
|
+$208K
|
+3,967
|
+0.5%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$34.3M
|
+$6.45M
|
+122,793
|
+23%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$33.2M
|
+$12.1M
|
+230,444
|
+57%
|
|
|
11
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$32.9M
|
-$5.77M
|
-109,884
|
-15%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$31.6M
|
-$311K
|
-5,923
|
-1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$30.5M
|
+$846K
|
+16,118
|
+3%
|
|
|
14
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$30.4M
|
+$1.64M
|
+31,293
|
+6%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$30.2M
|
+$10.2M
|
+194,839
|
+51%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$27.8M
|
+$4.75M
|
+90,447
|
+21%
|
|
|
17
|
MBL Wealth
Charlotte,
North Carolina
|
$23.9M
|
+$708K
|
+13,478
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
-$16.2M
|
-309,340
|
-41%
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$22.2M
|
+$1.02M
|
+19,336
|
+5%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$21.1M
|
+$9.59M
|
+182,661
|
+83%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1M
|
+$3.07M
|
+58,396
|
+18%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
+$6.74M
|
+128,376
|
+57%
|
|
|
23
|
Larson Financial Group
St Louis,
Missouri
|
$18.5M
|
+$2.69M
|
+51,284
|
+17%
|
|
|
24
|
R.M. Davis Inc
Portland,
Maine
|
$17.5M
|
+$1.23M
|
+23,469
|
+8%
|
|
|
25
|
Quotient Wealth Partners
Dallas,
Texas
|
$17M
|
+$1.11M
|
+21,196
|
+7%
|
|
