|
1
|
Bank of America
Charlotte,
North Carolina
|
$341M
|
+$31.3M
|
+2,125,001
|
+10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$300M
|
+$21.5M
|
+1,458,600
|
+8%
|
|
|
3
|
|
$136M
|
+$34.1M
|
+2,318,301
|
+34%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$81.7M
|
+$2.89M
|
+195,979
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80.1M
|
+$18.2M
|
+1,232,918
|
+30%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$72.6M
|
+$6.31M
|
+428,670
|
+10%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$35.6M
|
+$9.3M
|
+631,423
|
+36%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$35.6M
|
+$11M
|
+746,811
|
+46%
|
|
|
9
|
Huntington National Bank
Columbus,
Ohio
|
$32.5M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$32.1M
|
+$7.16M
|
+486,493
|
+29%
|
|
|
11
|
|
$31.7M
|
+$4.26M
|
+289,635
|
+16%
|
|
|
12
|
Piershale Financial Group
Barrington,
Illinois
|
$28.9M
|
+$28.6M
|
+1,939,665
|
+914,936%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.3M
|
+$13.5M
|
+917,410
|
+129%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.4M
|
-$12.2K
|
-827
|
-0.1%
|
|
|
15
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$19.3M
|
+$13.3M
|
+904,026
|
+233%
|
|
|
16
|
Prudential Financial
Newark,
New Jersey
|
$17.4M
|
-$13.7M
|
-931,800
|
-44%
|
|
|
17
|
WBI Investments
Red Bank,
New Jersey
|
$15.2M
|
+$1.92M
|
+130,285
|
+15%
|
|
|
18
|
Avidian Wealth Enterprises
Houston,
Texas
|
$12.2M
|
+$12M
|
+816,002
|
New
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$12M
|
-$2.43M
|
-164,960
|
-17%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
+$3.53M
|
+239,891
|
+46%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.1M
|
+$10.9M
|
+743,409
|
New
|
|
|
22
|
Buffington Mohr McNeal
Boise,
Idaho
|
$9.9M
|
+$173K
|
+11,717
|
+2%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$9.45M
|
-$2.43M
|
-165,095
|
-21%
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$9.36M
|
+$2.47M
|
+168,038
|
+37%
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$8.99M
|
+$2.03M
|
+137,928
|
+30%
|
|
