|
1
|
Bank of America
Charlotte,
North Carolina
|
18 Mio. $
|
+3,99 Mio. $
|
+91.034
|
+29 %
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
14,2 Mio. $
|
-2,01 Mio. $
|
-45.766
|
-12 %
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
13,4 Mio. $
|
-1,09 Mio. $
|
-24.948
|
-8 %
|
|
|
4
|
LPL Financial
San Diego,
California
|
13,2 Mio. $
|
-2,63 Mio. $
|
-59.936
|
-17 %
|
|
|
5
|
|
11,2 Mio. $
|
-659.562 $
|
-15.054
|
-6 %
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
7,24 Mio. $
|
+2,51 Mio. $
|
+57.207
|
+54 %
|
|
|
7
|
Matrix Trust Company
Denver,
Colorado
|
6,49 Mio. $
|
-141.210 $
|
-3.223
|
-2 %
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
4,32 Mio. $
|
-435.853 $
|
-9.948
|
-9 %
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
3,52 Mio. $
|
-1,65 Mio. $
|
-37.597
|
-32 %
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
3,39 Mio. $
|
+256.964 $
|
+5.865
|
+8 %
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
3,2 Mio. $
|
+301.522 $
|
+6.882
|
+10 %
|
|
|
12
|
Opes Wealth Management
Menlo Park,
California
|
2,88 Mio. $
|
+2,85 Mio. $
|
+65.155
|
Neu
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
2,83 Mio. $
|
-179.809 $
|
-4.104
|
-6 %
|
|
|
14
|
M Holdings Securities
Portland,
Oregon
|
2,72 Mio. $
|
+2,7 Mio. $
|
+61.523
|
Neu
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
2,6 Mio. $
|
+84.647 $
|
+1.932
|
+3 %
|
|
|
16
|
Shelton Wealth Management
Fort Worth,
Texas
|
2,52 Mio. $
|
+226.163 $
|
+5.162
|
+10 %
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
2,5 Mio. $
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
2,5 Mio. $
|
+1,77 Mio. $
|
+40.343
|
+250 %
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
2,37 Mio. $
|
+2,35 Mio. $
|
+53.718
|
Neu
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
2,32 Mio. $
|
+128.723 $
|
+2.938
|
+6 %
|
|
|
21
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
1,95 Mio. $
|
+85.304 $
|
+1.947
|
Neu
|
|
|
22
|
Second Half Financial Partners
Sebring,
Florida
|
1,95 Mio. $
|
+283.909 $
|
+6.480
|
Neu
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
1,94 Mio. $
|
+1,84 Mio. $
|
+41.995
|
+2.323 %
|
|
|
24
|
IEQ Capital
Foster City,
California
|
1,42 Mio. $
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
1,28 Mio. $
|
+1,55 Mio. $
|
+35.278
|
Neu
|
|
