|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$78.9M
|
+$77.6M
|
+1,477,872
|
+5,839%
|
|
|
2
|
|
$47.6M
|
-$4.04M
|
-76,955
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.9M
|
-$5.11M
|
-97,306
|
-15%
|
|
|
4
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$25.7M
|
+$714K
|
+13,601
|
+3%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$25.6M
|
+$14.8M
|
+281,727
|
+136%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19M
|
-$400K
|
-7,619
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
+$2.19M
|
+41,811
|
+16%
|
|
|
8
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$14.7M
|
+$109K
|
+2,075
|
+0.7%
|
|
|
9
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$12.7M
|
+$2.85M
|
+54,265
|
+29%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.48M
|
-$2.15M
|
-41,061
|
-18%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.24M
|
-$1.39M
|
-26,481
|
-13%
|
|
|
12
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7.19M
|
-$266K
|
-5,072
|
-4%
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
$6.73M
|
+$6.75M
|
+128,645
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.9M
|
+$375K
|
+7,145
|
+7%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.78M
|
-$713K
|
-13,580
|
-11%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$5.67M
|
+$4.38M
|
+83,550
|
+337%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.27M
|
-$746K
|
-14,213
|
-12%
|
|
|
18
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.82M
|
-$39.6K
|
-755
|
-0.8%
|
|
|
19
|
|
$4.67M
|
+$4.68M
|
+89,226
|
New
|
|
|
20
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$4.54M
|
+$247K
|
+4,712
|
+6%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.98M
|
-$987K
|
-18,799
|
-20%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$3.78M
|
-$328K
|
-6,242
|
-8%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.56M
|
-$67.6K
|
-1,288
|
-2%
|
|
|
24
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.29M
|
+$236K
|
+4,491
|
+8%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.6M
|
-$1.25M
|
-23,845
|
-32%
|
|
