|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.3M
|
+$30.2M
|
+1,160,103
|
+70%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.4M
|
–
|
–
|
–
|
|
|
3
|
|
$61.4M
|
+$31.3M
|
+1,198,996
|
+103%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$23.1M
|
+$4.55M
|
+174,462
|
+24%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$16.5M
|
+$6.52M
|
+249,952
|
+65%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
-$493K
|
-18,907
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$6.63M
|
+254,440
|
+114%
|
|
|
8
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$12.2M
|
+$2.25M
|
+86,164
|
+22%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.4M
|
-$200K
|
-7,673
|
-2%
|
|
|
10
|
Mattern Wealth Management
Lawrence,
Kansas
|
$10.1M
|
+$9.92M
|
+380,557
|
+4,513%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$9.52M
|
-$271K
|
-10,388
|
-3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.24M
|
+$1.48M
|
+56,862
|
+19%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.9M
|
+$1.52M
|
+58,441
|
+21%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.67M
|
+$3.1M
|
+118,801
|
+55%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$8.45M
|
-$174K
|
-6,663
|
-2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.89M
|
+$3.42M
|
+131,315
|
+98%
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.78M
|
+$3.38M
|
+129,799
|
+140%
|
|
|
18
|
Wealthsimple US
Brooklyn,
New York
|
$5.45M
|
+$12.9K
|
+493
|
+0.2%
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.37M
|
+$1.11M
|
+42,578
|
+26%
|
|
|
20
|
Fisher Asset Management
Camas,
Washington
|
$3.83M
|
-$392K
|
-15,040
|
-9%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$3.54M
|
+$1.61M
|
+61,862
|
+83%
|
|
|
22
|
Clarius Group LLC
Seattle,
Washington
|
$3.43M
|
+$3.44M
|
+132,078
|
New
|
|
|
23
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.18M
|
+$152K
|
+5,813
|
+5%
|
|
|
24
|
Arlington Financial Advisors
Santa Barbara,
California
|
$3.15M
|
+$683K
|
+26,191
|
+28%
|
|
|
25
|
Prostatis Group
Hanover,
Maryland
|
$3.15M
|
+$3.16M
|
+121,375
|
New
|
|
