|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$229M
|
+$21.2M
|
+769,257
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.9M
|
+$11.5M
|
+419,758
|
+18%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$36.9M
|
+$35.5M
|
+1,289,708
|
+1,646%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.7M
|
–
|
–
|
–
|
|
|
5
|
|
$22.1M
|
-$8.6M
|
-312,601
|
-28%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$10.5M
|
+$2.42M
|
+88,053
|
+29%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$10.1M
|
+$1.68M
|
+60,997
|
+19%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.8M
|
+$2.54M
|
+92,326
|
+39%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.96M
|
+$4.03M
|
+146,521
|
+98%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.33M
|
-$605K
|
-21,988
|
-7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.15M
|
+$1.77M
|
+64,436
|
+32%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.74M
|
+$838K
|
+30,475
|
+17%
|
|
|
13
|
|
$5.49M
|
+$5.6M
|
+203,577
|
New
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.88M
|
+$4.98M
|
+181,063
|
New
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.8M
|
+$1.1M
|
+39,894
|
+29%
|
|
|
16
|
First Pacific Financial
Vancouver,
Washington
|
$4.34M
|
+$3.38M
|
+122,776
|
+321%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.22M
|
+$1.22M
|
+44,319
|
+39%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.95M
|
+$378K
|
+13,733
|
+10%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.43M
|
+$418K
|
+15,214
|
+14%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$3.12M
|
+$2.8M
|
+101,836
|
+725%
|
|
|
21
|
Park Avenue Securities
New York
|
$3.03M
|
+$1.24M
|
+45,013
|
+67%
|
|
|
22
|
People's United Financial
Bridgeport,
Connecticut
|
$2.91M
|
+$1.41M
|
+51,282
|
+90%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.86M
|
+$583K
|
+21,197
|
+25%
|
|
|
24
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2.78M
|
+$2.48M
|
+90,028
|
+682%
|
|
|
25
|
55I LLC
Boston,
Massachusetts
|
$2.34M
|
+$660K
|
+23,996
|
+38%
|
|
