|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1638万
|
+$27.7万
|
+7,078
|
+2%
|
|
|
2
|
|
$1420万
|
+$25.7万
|
+6,569
|
+2%
|
|
|
3
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1399万
|
+$14.1万
|
+3,606
|
+1%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$1193万
|
+$31.9万
|
+8,148
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1097万
|
-$4686万
|
-1,196,647
|
-82%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$915万
|
-$319万
|
-81,341
|
-27%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$819万
|
+$143万
|
+36,468
|
+23%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$616万
|
+$152万
|
+38,940
|
+35%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$603万
|
+$27.5万
|
+7,026
|
+5%
|
|
|
10
|
Matrix Trust Company
Denver,
Colorado
|
$601万
|
+$4.77万
|
+1,218
|
+0.8%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$423万
|
+$29.8万
|
+7,614
|
+8%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$352万
|
+$29.2万
|
+7,454
|
+10%
|
|
|
13
|
Black Diamond Financial
Towson,
Maryland
|
$329万
|
+$27.8万
|
+7,112
|
+10%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$312万
|
-$101万
|
-25,774
|
-26%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$299万
|
+$34.2万
|
+8,736
|
+14%
|
|
|
16
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$298万
|
+$31.8万
|
+8,115
|
+13%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$288万
|
-$10.9万
|
-2,796
|
-4%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$286万
|
+$20万
|
+5,114
|
+8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$268万
|
-$19.3万
|
-4,935
|
-7%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$252万
|
+$238万
|
+60,865
|
新規
|
|
|
21
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$235万
|
+$224万
|
+57,127
|
新規
|
|
|
22
|
Level Four Advisory Services
Dallas,
Texas
|
$235万
|
–
|
–
|
–
|
|
|
23
|
Shelton Wealth Management
Fort Worth,
Texas
|
$210万
|
-$2.9万
|
-741
|
-1%
|
|
|
24
|
M Holdings Securities
Portland,
Oregon
|
$171万
|
-$34.8万
|
-8,900
|
-18%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$170万
|
+$48.9万
|
+12,498
|
+44%
|
|
